Cayside Partners offers investment advice to individuals, families, and businesses. CSP works with clients to understand their financial goals, risk tolerance, and financial situation. CSP then recommends a portfolio of assets, including exchange-traded funds, mutual funds, individual stocks, and bonds. CSP also offers financial planning and family office services.
Assets Under Management$350M
Clients62
Advisors4
Avg. per Client$5.7M
Avg. per Advisor$88M
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Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum annual advisory fee is 1.50%, depending on the amount of assets under management and the complexity of the Client relationship. Fees may be negotiable at the discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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