Capital Solutions Advisors (CSA) provides investment management and financial planning services. For investment management, CSA offers both discretionary and non-discretionary options, tailoring strategies to individual client goals and risk tolerance. Financial planning includes full financial plans and hourly consulting services, covering topics like retirement, taxes, and estate planning. CSA does not participate in wrap fee programs.
Assets Under Management$30K
Clients11
Advisors1
Avg. per Client$2.8K
Avg. per Advisor$30K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10K | 1.75% |
| $10K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M+ | 1.00% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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