CSW Partners recommends third-party portfolio managers to clients based on their individual needs and objectives. CSW Partners monitors these managers and discusses observations with clients. CSW Partners receives a portion of the fee that clients pay to the third-party managers they recommend. CSW Partners does not manage client investments directly.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
CSW Partners does not directly charge fees to clients. Instead, they receive a portion of the fees you pay to the third-party investment manager they recommend.
CSW Partners receives:
- 38% of the fee you pay to Freestone Capital Management
- 25% of the fee you pay to UBS Financial
The fees you pay to the third-party advisor are not increased because of this arrangement.
Loading...