SEI SMA, PFG STAR III VEGA, CFS Asset Management Account, Asset Mark GPS:В $250,000.

Contour Funds, Contour ETF, Contour Index Plus, AssetMark Mutual Funds, Morningstar, PFG STAR II, AssetMark ETFs, PFG STAR III Alpha, SEI ETF: $50,000.

Contour Direct, Contour ActivePassive Portfolios, STAR II Conservative, Income, STAR II VEGA Core Plus: $25,000.

First Mercantile programВ and Financial Planning: None.

Investment minimums depend on the type of advisory program or sub-program that clients enroll in.

Charitable institutions, foundations and endowments.

Corporate pension and profit-sharing plans.

Individuals, including those with a high net-worth.In addition, other members of the CFS management team have earned several financial services accolades throughout the years.Д¬USO Financial ServicesВ Client Types and Minimum Account SizesД¬FS provides portfolio management services to the following types of clients: SheвЂ™s been ranked as an Ernst and Young Entrepreneur of the Year for San Diego County. The firm is led by president and co-founder Valorie Seyfert, who has spent more than 30 years in the financial services industry. Today, it exists as a limited partnership wholly owned by Atira Wealth Solutions, Inc., a Delaware-based corporation.

CUSO Financial Services BackgroundД¬FS has been providing investment advisory services since 1997. Some of these IARs may also offer stand-alone financial planning services around topics like estate planning and retirement income management. The firm offers various asset management programs through investment advisor representatives (IARs). The firm is also unique in that it serves both financial institutions and their clients.Д¬FS is a registered investment advisor (RIA) and broker-dealer.

CUSO Financial Services (CFS) touts on its website that it specializes in nationwide broker-dealer and investment advisory services.

Cfs financial services