CSG Financial is a fee-only registered investment advisor that offers investment management and financial planning services. They work with clients to develop investment plans and manage portfolios based on their individual needs and goals. CSG also provides financial planning services, including business planning, cash flow and debt management, college savings, estate planning, insurance review, retirement planning, risk management, and tax planning strategies. They may recommend outside managers and Betterment for Advisors.
Assets Under Management$16M
Clients62
Advisors3
Avg. per Client$250K
Avg. per Advisor$5.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.65% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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