Felicia Gopaul is a CFP-designated registered investment advisor at Csp Financial Group LLC, based in Irvine, CA, with 11 years of industry experience. Felicia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Federal Employees, High Net Worth, and 4 more. Their firm serves 397 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees are negotiable based on historical relationships, asset types, and total account size.
Fee Estimator
Location
Irvine, CA
Get directionsHistory
Regulatory History (1)
Civil Bond
December 1992Other Business Activities
Felicia runs a financial education company and works as a delivery driver for Shipt. She spends about 10-20% of her time on the delivery driver role outside of trading hours.
Employment History
Current Registrations
Csp Financial Group LLC
Previous Registrations
ICMA Retirement CORP
Lincoln Financial Advisors Corporation
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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