CS Planning Corp dba Vertical Ascent Wealth Management is a registered investment advisory firm based in Portland, Oregon, with additional network presence in Seattle, Washington. The firm offers investment management, portfolio supervision, investment consulting, and financial planning services. CS Planning Corp dba Vertical Ascent Wealth Management builds diversified portfolios across global equity and fixed-income markets, using mutual funds, exchange-traded funds, individual stocks and bonds, and occasionally digital assets when suitable. The firm tailors its strategies to each client's risk tolerance, time horizon, and goals, and continuously monitors accounts. CS Planning Corp dba Vertical Ascent Wealth Management serves high net worth individuals, families, businesses, trusts, and estates, emphasizing ongoing communication and client involvement in the financial planning process.
Fee Structure
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 above $10,000,000 are negotiable. There is a minimum annual fee of $15,000.