Flavio Freitas is a registered investment advisor at Csi Group Advisors, LLC, based in Wall Township, NJ. Flavio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Divorce Planning, Education Planning, and 7 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are paid monthly in advance, not to exceed 2.50% annually, and are negotiable based on account complexity and asset size.
Fee Estimator
Location
1599 Nj-34, Suite 2, Wall Township, NJ, 07727
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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 →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.
Exams
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