Csenge Advisory Group provides personalized investment management, asset allocation, financial planning, and retirement consulting services. Founded in 2000 and based in Clearwater, Florida, Csenge operates through a network of independent advisor representatives. The firm offers direct portfolio management using a variety of securities including stocks, bonds, options, mutual funds, and exchange-traded funds, alongside thirteen proprietary asset allocation models. For clients seeking specialized assistance, Csenge also facilitates third-party managed account programs and provides standalone financial planning covering estate, tax, retirement, and cash flow needs. While the firm generally offers its services on a wrap fee basis—where one bundled fee covers advisory services and most trading costs—advisors may also assist with corporate retirement plans and rollovers. Csenge is legally required to act in your best interest when providing retirement advice, helping clients navigate complex financial decisions while striving to balance risk and return.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.35% |
Maximum annual fee is 2.35% for asset management programs, 1.50% for asset allocation services, and up to 2.5% for third-party management programs. Fees are negotiable.