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.