Cfse Wealth Management, Inc. (Winter Park)

Cfse Wealth Management, Inc. is a large advisory firm based in Winter Park. It manages $208.4 million of regulatory assets for 180 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Florida.

Cfse Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Cfse Wealth Management: assets under management

The assets under management (AUM) of Cfse Wealth Management, Inc. is $208.4 million. The firm's AUM has grown by 206% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $208 million in discretionary accounts and $400 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.22 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $40 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cfse Wealth Management, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, commissions, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Cfse Wealth Management, Inc.

James Ferrell has been acting as President since 1 Feb 1996. Nancy Kathryn Miller joined the executive team most recently as the Vice President.

Direct owners and executive officers

Based in Winter Park

The principal office where Cfse Wealth Management, Inc. performs its advisory services is located at 1400 W Fairbanks Ave, Winter Park, FL 32789, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 407-629-7008 or by fax 407-629-7516. The normal business hours are 8.30 a.m - 5.30 p.m on Monday - Friday. You can find more information about the New York firm at www.cfseonline.com.

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