Charles William Burmaster

ChFC

Cs Planning CORP

33 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth

Cs Planning CORP

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

49 advisors

Number of Clients

2,819 clients

Average Client Portfolio

$449K average

Assets Under Management

$1.3B

Fee Structure

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.5M	1.50%
$1.5M - $5.0M	1.00%
$5.0M - $10.0M	0.90%
$10M+	0.90%

Fees negotiable above $10,000,000.00

Fee Estimator

Your Portfolio Value

$500K

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

Estimated Annual Fee

—

Minimum Annual Fee:$15,000

Location

16 Kellogg Road, New Hartford, NY, 13413

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

November 2008

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Charles owns SBB Properties, LLC, a holding company for rental property, and spends minimal time on maintenance. He is also an IAR for CS Planning d/b/a The Collingwood Group, dedicating full-time hours to providing advice to clients, and a member/owner of Collingwood Group LLC, spending a few hours per week on administrative tasks. Charles also sells fixed/traditional insurance products, dedicating minimal time to this activity.