Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | N/A |
Fees are listed as percentages for different strategies, but not in a tiered AUM structure. Fees are negotiable and can be modified on a case-by-case basis.
Fee Estimator
CSPAM charges either an annual investment management fee based on a percentage of the assets managed or a flat fee for investment consulting services. Investment management and consulting fees are negotiable, subject to volume discounts, and are modified case-by-case. Fees can be paid in advance each quarter or in arrears. Specific fee information is in the Investment Advisory Agreement. CSPAM's fees may be higher than other advisers providing similar services. Wrap fee programs are also available.
Areas of Practice
Advisor Information
Office location
901 East Byrd Street, Suite 1001, Richmond, VA, 23219
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Diane is the co-founder and CFO of Live Solutions, LLC, a startup dating application currently in development. While non-investment related, Diane exercises control over the entity's assets.