Cfo4life
Assets Under Management
$1.7B
Number of Clients
956
Number of Advisors
13
Average Client AUM
$1.8M
AUM per Advisor
$133.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
CFO4Life Group, LLC provides comprehensive financial planning and investment management services to affluent individuals and business executives. They also offer advisory services to retirement plans and corporate services including investment education and financial wellness programs. Investment advice is customized to client objectives.
Fee Structure
Fees are based on a percentage of assets under management or fixed fees, depending on the services provided. Financial planning only clients pay a fixed annual fee of $10,000 to $15,000. Investment management fees range from 1.00% to 1.50% annually, charged quarterly in advance. Fees are negotiable and may be waived or reduced at the firm's discretion. Lower fees for comparable services may be available elsewhere.
Areas of Practice
Location
735 Plaza Blvd., Suite 100, Coppell, TX, 75019