Cantor Fitzgerald Investment Advisors
Assets Under Management
$2.4B
Number of Clients
1,286
Number of Advisors
24
Average Client AUM
$1.9M
AUM per Advisor
$99.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
CFIA offers a range of investment products and services, including Separately Managed Accounts, Registered Funds, Private Funds, and TAMP. They offer model portfolios consisting of ETFs or individual equity positions. Investment management is tailored to client objectives, risk tolerance, and time horizon, using a three-step process: asset allocation, portfolio construction, and periodic rebalancing.
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
Location
110 East 59th Street, 7th Floor, New York, NY, 10022