Cdp Financial Group, LLC
Assets Under Management
$90.0M
Number of Clients
111
Number of Advisors
2
Average Client AUM
$811K
AUM per Advisor
$45.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
CDP Financial Group provides investment management, financial planning, and business continuity planning services. They manage client portfolios based on objectives, risk tolerance, and suitability factors, primarily using mutual funds. Clients grant discretionary authority for asset management.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees can be negotiable based on a client’s risk level, fluctuating account size, distribution needs, and personal relationship or client tenure with CDP.
Fee Estimator
CDP charges an annual fee based on the value of your investment portfolio (see the table above for rates). Fees are calculated quarterly and deducted in arrears. Financial planning and portfolio consulting services are available for an hourly fee of $150 or a flat fee up to $5,000, as negotiated. A minimum investment management account is $50,000, although smaller account sizes are negotiable. Fees are negotiable based on a client’s risk level, fluctuating account size, distribution needs, and personal relationship or client tenure with CDP.
Areas of Practice
Location
26 W. Dry Creek Circle, Suite 460, Littleton, CO, 80120