CST Financial Advisory offers ongoing portfolio management services tailored to individual client goals and risk tolerance. CST creates an Investment Policy Statement for each client. CST may also direct clients to third-party investment advisors and participates in the Nucleus model marketplace provided by Advyzon Investment Management LLC. CST generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds, non-U.S. securities, venture capital funds and private placements.
Fee Structure
CST Financial Advisory charges an annual fee based on the value of your portfolio, up to a maximum of 2.50%. The exact fee is determined through negotiation, considering the time and resources required to evaluate and maintain your portfolio. The fees are negotiable and will be documented in your advisory agreement.