FG
CFP

Felicia Caldwell Gopaul

10 Years of Experience

Firm Information

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 ManagementAnnual Fee
Up to $1.0M1.20%
$1.0M - $3.0M1.00%
$3.0M - $5.0M0.90%
$5.0M - $10.0M0.80%
$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.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

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

Get directions
Regulatory History (1)
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Civil Bond
December 1992
Other Business Activities

Felicia runs a financial education company and works as a delivery driver for Shipt. She spends about 10-20% of her time on the delivery driver role outside of trading hours.

Employment History
Current Registrations
Csp Financial Group LLC
June 2021 - Present · 4 yrs 7 mos
Previous Registrations
ICMA Retirement CORP
February 2008 - September 2010 · 2 yrs 7 mos
Lincoln Financial Advisors Corporation
July 2004 - January 2008 · 3 yrs 6 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.