Douglas Shattuck Miller

Csp Financial Group LLC

22 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth

Csp Financial Group LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

19 advisors

Number of Clients

983 clients

Average Client Portfolio

$31K average

Assets Under Management

$30.3M

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $100K	1.20%
$100K - $3.0M	1.00%
$3.0M - $5.0M	0.90%
$5.0M - $10.0M	0.80%
$10M+	0.70%

Fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

14300 North Northsight Blvd, Suite 120, Scottsdale, AZ, 85260

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History

Regulatory History (1)

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Customer Dispute

January 2013

Denied

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Csp Financial Group LLC

April 2024 - Present · 1 yr 10 mos

Previous Registrations

Lifetyme Financial Advisors, LLC

October 2019 - March 2024 · 4 yrs 5 mos

Bridgelight Capital LLC

April 2018 - September 2019 · 1 yr 5 mos

360 Wealth Management, INC.

December 2012 - March 2018 · 5 yrs 3 mos

Sii Investments, INC.

October 2011 - November 2012 · 1 yr 1 mo

Cue Financial Group, INC.

January 2001 - January 2010 · 9 yrs

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.