C.S Wealth offers investment advice and manages investment portfolios for individuals and high net worth individuals. C.S Wealth also provides financial planning services covering areas like retirement, savings, and insurance. C.S Wealth acts as a fiduciary, meaning they are legally required to act in your best interest.
Assets Under Management$1.2M
Clients35
Advisors1
Avg. per Client$34K
Avg. per Advisor$1.2M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.65% |
| $3M+ | 0.25% |
Certain clients may be subject to a legacy fee that may differ from the one above. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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