Assets Under Management
$1.3B
Number of Clients
2,819
Number of Advisors
49
Average Client AUM
$449K
AUM per Advisor
$25.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
CS Planning Corp provides fee-only investment supervisory, portfolio management, investment consulting, and financial planning services through a network of Advisory Affiliates. They utilize broadly diversified portfolios and a systematic strategy to manage client portfolios, tailoring advice to client objectives and risk tolerance.
| Assets Under Management | 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 $10,000,000.00
3395 SW Garden View Ave, Portland, OR, 97225