| 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.
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.
14300 North Northsight Blvd, Suite 120, Scottsdale, AZ, 85260
Get directionsFelicia 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.