CS Advisors Inc. is a registered investment advisor located in Boca Raton, Florida, offering comprehensive wealth planning and investment management services to professionals, business owners, affluent individuals, and institutions. CS Advisors operates as a fiduciary, legally required to act in your best interest at all times. The firm emphasizes a long-term investment horizon, research-driven portfolio construction, strategic diversification, and tactical strategies designed to manage market volatility and reduce drawdowns. Client portfolios are tailored to individual investment objectives and risk tolerance, with options to impose specific restrictions on certain securities. CS Advisors manages portfolios using a mix of equities, fixed income, real assets, and alternative strategies. In addition to individual wealth management, the firm provides pension consulting services to employee benefit plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
At CS Advisors' discretion, fees may be reduced or waived depending on the amount of assets under management or other factors.