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 $100K | 2.50% |
| $100K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees negotiable for accounts over $2,500,000.
Fee Estimator
Financial planning fees are either hourly ($200/hour) or fixed ($200 to $1,500), as negotiated. Asset management fees are based on a percentage of assets under management, as shown in the table. These fees are calculated quarterly. Clients can negotiate their advisory fee with CFSC and their IARs. In addition to CFSC's fees, accounts will be charged various fees by the custodian of the account including execution fees, custodial fees, etc. CFSC has no minimum account value requirement.
Areas of Practice
Advisor Information
Office location
1200 17th St #1000, Denver, CO, 80202-5835
Get directionsRegulatory History (1)
Judgment / Lien
February 2024Other Business Activities
Fred holds various ownership positions and directorships in several companies, including Miller Estate Co., Kelinco, Freedom Funds Mgt Co, Carbon Co Holding Co, Centennial LLC, Cowboy State Bancorp Inc., Meade Crossing, and Rawlins Natl Bank. These activities are not investment-related.