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CoFi Advisors – A Financial Advisory practice of Ameriprise Financial Services, LLC

Investments & Wealth Management

  • Actively managed investment strategies
  • Customizable stock portfolios
  • Tax efficient investment strategies
  • ESG strategies
  • Preservation and income-based retirement strategies
  • Account organization and consolidation

Investment & Wealth Management

Annual Cost (billed monthly) – 0.75% - 1.25% of Assets Under Management (AUM), dependent on size of the relationship.

You Also Receive

Organization:

  • Access to your financial accounts anywhere, anytime through our mobile app or website
  • Coordination of asset allocation, savings, and investment strategies
  • Online file storage for important documents

Community:

  • Collaboration with other vetted professionals (CPAs, attorneys, lenders, career coaches, etc.)
  • Bi-weekly newsletters
  • Timely updates and research from Ameriprise
  • Client events
  • Regular curation of financial news, terms and updates

Planning

  • Annual Planning Meeting with quarterly touch-points in-between
  • Retirement planning
  • Insurance planning
  • Debt and liability management
  • Optimization and advice on external investments (401k's, 403b's, real estate, etc.)
  • On Demand access to CoFi’s Advice Team
  • Estate planning
  • Company benefit optimization
  • Equity compensation/stock option management
  • Multi-generational planning and education

Wealth Planning

Monthly Cost - $75 individual, $125 family

A personalized financial plan to optimize your cash flow and investments to meet your financial goals.

You Also Receive:

Organization:

  • Coordination of saving and investment strategies
  • Coordination of asset allocation
  • Online file storage for important documents

Community:

  • Collaboration with other vetted professionals (CPAs, attorneys, lenders, career coaches, etc.)
  • Bi-weekly newsletters
  • Timely updates and research from Ameriprise
  • Client events
  • Regular curation of financial news, terms and updates
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