CSI Group Advisors offers a holistic approach to financial planning and investment management, tailored to individual client needs. Services include asset management, retirement plan rollovers, and various types of financial planning such as business succession, education, and estate planning. The firm uses methods like fundamental, technical, and behavioral analysis to develop investment strategies. Clients can place reasonable restrictions on investments.
Fee Structure
CSI Group Advisors charges a quarterly fee for investment management, not to exceed 2.50% annually. The exact fee is negotiable based on the scope and complexity of services, assets managed, and the overall client relationship. Clients receive statements from the custodian detailing account holdings, transactions, and fees. Fees are exclusive of brokerage and transaction costs.