Thomas Neja is a registered investment advisor at Capital Cs Group, LLC, based in Corona, CA, with 4 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 230 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital CS Group's investment advisory fees are based on the value of your portfolio and are paid quarterly. The fee will not exceed 2.00%. There is also an additional $50 annual account fee for administrative expenses, which may be waived. Fees may be negotiable. Financial planning and consulting services are included unless you engage separately for those services.
Location
387 Magnolia Ave, Ste 103-641, Corona, CA, 92879
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas is the CFO of Serendipity Payroll, a payroll services company, since 2017. This takes him more than full-time and occurs during trading hours.
Employment History
Current Registrations
Capital Cs Group, LLC
State Registrations1 state
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