CSI Group Advisors, LLC offers a holistic approach to financial planning and investment management for individuals, high-net-worth clients, families, and businesses. Operating as CSI Group, the firm provides tailored asset management, ongoing monitoring, and customized portfolio strategies designed around each client's specific time horizon, risk tolerance, and financial goals. In addition to traditional investment services, CSI Group Advisors coordinates with affiliated entities under common control to provide comprehensive access to tax preparation, estate planning documents, legal services, insurance products, and real estate services. The firm utilizes a range of analytical methods, including fundamental, technical, quantitative, and cyclical analysis, alongside modern portfolio theory to construct diversified portfolios comprising stocks, bonds, exchange-traded funds, mutual funds, and alternative investments. Clients can choose between discretionary and non-discretionary account management. The firm is dedicated to putting clients' interests first, navigating potential conflicts transparently, and helping clients achieve long-term financial security and peace of mind.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are paid monthly in advance, not to exceed 2.50% annually, and are negotiable based on account complexity and asset size.