CSD Financial offers financial planning, goal-based planning, and financial consulting services. They also provide investment management services, either directly or through third-party investment advisors. CSD Financial works with individuals, high net worth individuals, corporations, and pension/profit-sharing plans. They offer both discretionary and non-discretionary investment management.
Fee Structure
CSD Financial includes investment management services in their annual recurring financial roadmap fee. However, this excludes fees charged by third-party investment managers. They also offer an Investly service for clients at the beginning of their investment journey, which includes goal-based planning and investment management. Existing retirement plan clients may be charged an annual fee based on a percentage of assets under management of 0.50%, which is negotiable.