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Community Financial System CBU Wealth Management Services — Professional Fees

Other segment segments

Banking And Corporate Services
$3M-13.7%
Employee Benefit Services
$2.07M+45.2%
Insurance Services
$79K-21.0%

Similar metrics at other companies

OFG Bancorp logo
OFGWealth Management — Professional Fees
$719K+12.0%
WSFS Financial logo
WSFSWealth Management — Professional fees
$1.69M+38.5%
Trustmark logo
TRMKWealth Management — Services And Fees
$695K+7.3%
WSFS Financial logo
WSFSWealth and Trust — Professional fees
$1.2M-21.0%
KKR & Co. logo
KKRAsset Management — Professional Fees
$26.4M+18.2%
Evercore logo
EVRInvestment Management — Professional Fees
$816K-34.5%

Other financials

Income statement

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Revenue$213.3M+8.7%
Net income$57.2M+15.3%
EPS (diluted)$1.08+16.1%

Balance sheet

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Cash & equivalents$572.2M+10.5%
Total debt$437.7M-25.3%
Total equity$2.0B+10.4%
Total assets$17.7B+5.8%

Cash flow

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Operating cash flow$71.6M+14.5%
CapEx$11.3M+6.7%
Free cash flow$60.3M+16.1%

Valuation

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Market cap$3.39B+2.6%

Profitability

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Net margin26.1%+1.1pp
FCF margin28.9%+3.3pp

Returns & leverage

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Return on equity11.3%+0.3pp
Debt / equity0.2×-0.1×

Where this comes from

Reported directly by Community Financial System in its filing.

Tagged under the XBRL concept us-gaap:ProfessionalFees.

The official record: Community Financial System’s 10-Q, filed May 8, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Community Financial System's wealth management services — professional fees?
Community Financial System (CBU) reported wealth management services — professional fees of $224K in Q1 2026.
How has Community Financial System's wealth management services — professional fees changed year-over-year?
Community Financial System's wealth management services — professional fees increased by 107.4% year-over-year, from $108K to $224K.
What is the long-term trend for Community Financial System's wealth management services — professional fees?
Over 3 years (2022 to 2025), Community Financial System's wealth management services — professional fees has grown at a 8.4% compound annual growth rate (CAGR), from $407K to $519K.
What does wealth management services — professional fees mean?
Captures expenses paid to external third parties for specialized services such as legal, consulting, audit, or regulatory compliance support. These costs are essential for maintaining the operational integrity and regulatory standing of the wealth management business.