Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable under certain circumstances.
Fee Estimator
CFIA is a fee-only investment advisory firm for separately managed accounts. The maximum account fee is 2.00%. Fees are negotiable and may be structured on a tiered basis. For TAMP accounts, the fee ranges from 0.20% to 0.50% paid quarterly. CFIA may also provide portfolio analysis and review through consultation at a negotiable hourly rate, payable subsequently. Clients will incur other fees, including brokerage, transaction, and custody fees.
Areas of Practice
Advisor Information
Office location
110 East 59th Street, 7th Floor, New York, NY, 10022
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
John is the President of the San Francisco chapter of the Financial Planning Association, a nonprofit financial advocacy group, since January 2023. He dedicates a few hours per week to managing the chapter.