Douglas Shattuck Miller

Csp Financial Group LLC

22 Years of Experience

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Firm Information

Csp Financial Group LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

19 advisors

Number of Clients

983 clients

Average Client Portfolio

$31K average

Assets Under Management

$30.3M

Fee Structure

Minimum Investment:None

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.20%
$1.0M - $3.0M	1.00%
$3.0M - $5.0M	0.90%
$5.0M - $10.0M	0.80%
$10M+	0.70%

Fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Financial Plan Fee:Up to $1,200

Hourly Rate:Up to $300/hr

CSP Financial Group LLC's fees for selecting other advisors (Matson Money or Dimensional Fund Advisors) are up to 1.2% annually, negotiable based on the client relationship. Portfolio Analysis (MRI) is a one-time $500 fee, also negotiable. Financial planning fees are up to $1,200 as a fixed fee or $300 per hour, both negotiable. Seminars and workshops are free. Clients are responsible for third-party fees like custodian and brokerage fees. Fees are generally paid quarterly in advance.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth

Advisor Information

Office location

14300 North Northsight Blvd, Suite 120, Scottsdale, AZ, 85260

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Regulatory History (1)

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