Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CSM charges fees for financial planning and investment advisory services. Financial planning fees can be fixed or hourly, ranging from $150 to $500 per hour. Ongoing financial planning may be billed as a percentage of net worth (up to 1.00% annually). Investment advisory fees are calculated as a percentage of assets under management, with a maximum of 2.0% per annum. Clients may also participate in wrap fee programs, which include investment advisory and brokerage execution costs. Pension consulting fees range from $1,000 to $125,000 per year or up to 1.00% of assets under management.
Areas of Practice
Advisor Information
Office location
201 Old Country Road, Suite 206, Melville, NY, 11747
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 ActivitiesSells Insurance
Brian is a mate-mid level manager at Trader Joes, dedicating nearly full-time hours. He also hosts a podcast, is a chief talent agent for a speakers bureau, volunteers with the town of Brookhaven, is involved with Toastmasters, facilitates a support group, and is a partner in a comedy night fundraising venture. Brian sells non-security related insurance products as a broker for Waterview Business Partners, dedicating minimal time to this activity.