He Ma is a registered investment advisor at Csp Financial Group LLC, based in Phoenix, AZ, with 10 years of industry experience. He 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
Phoenix, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
He is an insurance agent with Lifetime Financial Group and an independent health insurance agent. He also works as a senior benefit consultant for GoHealth, dedicating nearly full-time hours, and is a consultant for Strategic Healthcare Financial Advisors LLC, and an autocad designer for Grantham Designing.
Employment History
Current Registrations
Csp Financial Group LLC
Previous Registrations
Lifetyme Financial Advisors, LLC
Transamerica Financial Advisors, INC.
Primerica Advisors
Primerica Advisors
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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