Cushing Capital Partners is a registered investment advisor that manages investment portfolios and offers comprehensive financial planning for individuals, high net worth families, businesses, and institutions. The firm builds customized portfolios tailored to each client's specific risk tolerance and goals, utilizing a mix of individual stocks, bonds, exchange-traded funds, and third-party managers. In addition to direct portfolio management, Cushing Capital offers guidance across a wide range of financial topics, including retirement planning, cash flow analysis, tax planning strategies, estate planning, education funding, and corporate retirement plan consulting. The firm operates on a fiduciary standard, meaning they are legally required to act in their clients' best interests, and provides services through both discretionary and non-discretionary arrangements.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees for assets above $5,000,000 are negotiable. Existing clients may be grandfathered under prior rates. Third-party manager programs may have separate fee structures.