C Financial and Tax Associates
Assets Under Management
$11.1M
Number of Clients
62
Number of Advisors
1
Average Client AUM
$179K
AUM per Advisor
$11.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
C Financial and Tax Associates offers advisory services, including selecting and monitoring third-party money managers, and financial planning services to individuals, high net worth individuals, trusts, estates, and businesses. They focus on business and retirement planning.
Fee Structure
C Financial and Tax Associates is paid a fee from the advisors to which they direct clients to SEI and Orion, ranging from 0.50% to 2.00%. They are paid a portion of the advisory fee that PFG charges the client. Financial planning is offered at $250 per hour. A $250 deposit is due at the time the agreement is signed.
Areas of Practice
Location
6373 Brockton Ave., Riverside, CA, 92506