Csuite Investment LLC offers financial planning, ongoing financial management, and financial consulting services. Financial planning involves analyzing a client's financial situation and goals to create a written plan. Ongoing services include continuous financial management and budgeting. Financial consulting focuses on specific financial topics like risk management and investment planning. Csuite Investment also provides advice on opportunity zone funds, cost segregation, historical tax credits and conservation easements. The firm provides an additional service for accounts not directly held in their custody, but where they do have discretion, and may leverage an Order Management System to implement tax-efficient asset location and opportunistic rebalancing strategies on behalf of the client. These are primarily 401(k) accounts, HSA’s, and other assets they do not custody.
Fee Structure
Csuite Investment offers ongoing financial management and budgeting services for a monthly fee ranging from $300 to $5,000. This fee is in addition to the fixed fee for the initial financial plan. The fee covers customized budgeting services based on your individual financial goals and objectives, assistance in managing bill payment/receipt tracking and financial analysis, monitoring progress through financial planning tools, and continuous support.
- Financial Planning Services: Fixed fee ranging from $3,000 to $30,000, depending on the complexity and scope of the services.
- Financial Consulting Services: Fixed fees range from $5,000 to $50,000, depending on the scope and complexity of the services rendered.
- Hourly Consulting: $500 per hour, which is negotiable depending on the scope and complexity of the project.