C & S Capital Management (CSCM) offers investment management and financial planning services to high-net-worth individuals, trusts, estates, and other legal entities. CSCM typically invests client assets in domestic and international stocks, bonds, mutual funds, exchange traded funds, and real estate investment trusts. CSCM works with clients to create an investment profile based on their objectives, needs, and risk tolerance.
Assets Under Management$34M
Clients29
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 1.00% |
| $400K+ | 0.75% |
For trusts with co-trustees, the annual fee is 1.00% on all assets. Fees may be negotiable in some instances. For clients retained before the date of this regulatory filing, fees may be different than described above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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