CS Planning Corp (CSP), operating as Vertical Ascent Wealth Management, offers investment and financial planning services through a network of advisory affiliates. CSP creates diversified portfolios and systematic strategies to manage client investments, integrating investments across various account types. Client involvement is crucial, and ongoing monitoring and advice are provided. In addition to investment management, CSP offers standalone financial planning services under a separate agreement.
Assets Under Management$1.3B
Clients2,819
Advisors52
Avg. per Client$450K
Avg. per Advisor$24M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$15,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.50% |
| $1.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees negotiable above $10,000,000. Minimum fee: $15,000.00
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
52 Advisors at this firm
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