CFO4LIFE
Coppell, Texas
5.0
1 Review
CFO4LIFE, a local investment advisory firm headquartered in Coppell, TX, is a trusted partner for over 490 individual clients, managing an impressive $1,710,151,000 in assets. With three offices, they offer comprehensive financial solutions tailored to meet the diverse needs of their clients. While 401K and individual accounts account for less than 30% of their assets under management, CFO4LIFE possesses the expertise and capability to effectively manage employer funds.
As an investment advisory firm, CFO4LIFE prioritizes discretionary asset management, with 80% of their managed assets falling under this category. Their team of ...
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Assets Under Mgmt
$1.71B
Investment Professionals
16
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Educational seminars/workshops
Articles
Articles
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