CSG Wealth Management offers consulting services on topics like budgeting, debt management, and tax preparation. They also create financial plans to help clients reach their goals. For clients who want investment management, CSG selects and recommends investments, primarily equities, bonds, mutual funds, and exchange-traded funds. They can manage assets with or without prior client approval for each transaction.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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