CSI Wealth Management offers portfolio management services tailored to each client's goals, risk tolerance, and time horizon. These services include investment strategy, asset allocation, and regular portfolio monitoring. CWM also provides financial planning covering investments, insurance, taxes, retirement, college, and debt. CWM primarily uses mutual funds, equities, and private placements for investments.
Assets Under Management$12M
Clients51
Advisors1
Avg. per Client$240K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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