CSLA Financial Inc. offers investment management and financial planning services to individuals, pension plans, trusts, estates, and charitable organizations. Investment advice is tailored to each client's needs and objectives. Financial planning services include one-time plans and ongoing subscription options. CSLA Financial Inc. also provides advisory services to employer-sponsored retirement plans and education planning.
Assets Under Management$4.7M
Clients397
Advisors1
Avg. per Client$12K
Avg. per Advisor$4.7M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $250K | 0.75% |
| $250K - $500K | 0.60% |
| $500K - $1000K | 0.50% |
| $1M+ | 0.40% |
Fee schedule is for Traditional Asset Management. Interactive Financial Planning plus Traditional Asset Management has a different fee schedule: $0 - $24,999: 0%, $25,000 - $49,999: 1.00%, $50,000 - $249,999: .75%, $250,000 - $499,999: 0.60%, $500,000 - $999,999: 0.50%, $1,000,000 Plus: 0.40%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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