Connect Financial Advisors
Assets Under Management
$58.6M
Number of Clients
496
Number of Advisors
7
Average Client AUM
$118K
AUM per Advisor
$8.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
CFA offers discretionary portfolio management services tailored to each client's needs, creating an Investment Policy Statement (IPS) to govern investment decisions. They also provide financial planning services in a three-step process, including a comprehensive written plan. Services are tailored to individual needs, with investment restrictions considered.
Fee Structure
CFA charges an annual asset-based fee for portfolio management, negotiated with each client within a range of 0.50% to 2.00% (0.125% to 0.50% each quarter). The fees are calculated and paid quarterly in advance. Financial planning fees range from $250 to $1,000 depending on client needs and complexity. Fixed financial planning fees are negotiable and payable by check at the time of agreement.
Areas of Practice
Location
UT, United States