Christian Financial Advisors
Assets Under Management
$187.7M
Number of Clients
469
Number of Advisors
5
Average Client AUM
$400K
AUM per Advisor
$37.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
CFA offers customized investment advisory solutions through continuous client interaction, discretionary investment management, and consulting services. They construct portfolios primarily of equities, mutual funds, and ETFs, and strive to implement a Biblically Responsible Investing overlay. Financial planning services are also offered, covering areas like investment, retirement, and education planning.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Investment advisory fees may be negotiable at the Advisor's discretion.
Fee Estimator
Investment advisory fees are paid quarterly, ranging from 1.00% to 0.30% annually based on a tiered asset schedule. Financial planning is offered on an hourly basis at up to $350 per hour, or through a subscription-based program up to $500 per month, which may be waived for clients with $1,000,000 or more under management. A la carte financial planning appointments cancelled with less than 24 hours notice incur a $100 fee.
Areas of Practice
Location
130 River Chase Way, Suite B, New Braunfels, TX, 78132