CSP Financial Group is a registered investment advisor founded in 2010 and based in Scottsdale, Arizona. CSP Financial Group offers discretionary investment management, co-advisory services through third-party money managers, retirement plan consulting, and comprehensive financial planning. The firm helps clients build customized portfolios using Modern Portfolio Theory, focusing on asset allocation, risk management, and long-term goals. In addition to investment services, the team provides standalone financial planning covering retirement strategies, tax reduction, estate preservation, cash flow analysis, and insurance reviews. The firm also assists with charitable giving accounts and federal retirement plan benefits.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees are negotiable based on historical relationships, asset types, and total account size.