CSM Capital Corporation provides investment advisory and consulting services to high net worth individuals, foundations, trusts, estates, institutions, and pooled investment vehicles. CSM's services are personalized to accommodate each client's individual investment objectives and goals. Clients can place restrictions on investments. CSM selects money managers based on experience, research, and contacts to achieve superior returns.
Fee Structure
CSM Capital's annual investment advisory fee for accounts is normally 0.5% to 1% of the market value of the assets they manage. Fees and minimum account sizes may be negotiable. CSM is also paid a quarterly management fee for the Funds, generally within the range of 0 to 1% per year of the net assets of each Fund.