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 (1)
Criminal
March 2007Other Business Activities
Steven co-owns and manages a rental property in Lake Forest, CA since 2019, dedicating minimal time each month. He also owns and manages a rental property in Chandler, AZ since 2023, spending minimal time on it each month.