Robert Greco is a registered investment advisor at Csi Group Advisors, LLC, based in Wall Township, NJ. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
CSI Group Advisors charges a quarterly fee for investment management, not to exceed 2.50% annually. The exact fee is negotiable based on the scope and complexity of services, assets managed, and the overall client relationship. Clients receive statements from the custodian detailing account holdings, transactions, and fees. Fees are exclusive of brokerage and transaction costs.
Location
1599 Nj-34, Suite 2, Wall Township, NJ, 07727
Get directionsHistory
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 →Employment History
Current Registrations
Csi Group Advisors, LLC
State Registrations1 state
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.