Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees negotiable for accounts over $25,000,001.
Fee Estimator
CSPIA charges an annual investment advisory fee based on a percentage of assets under management. Fees are generally paid quarterly in advance or arrears. The firm's financial planning fees range from $500 to $25,000, depending on the complexity and scope of services. Hourly fees are also available. Fees are negotiable and may be reduced or waived based on client circumstances. CSPIA can assess fee minimums, and certain flat or fixed fee pricing arrangements exceed 2% of the total assets under management. The fees do not include underlying fund/product fees.
Areas of Practice
Advisor Information
Office location
250 Executive Center Parkway, Fredericksburg, VA, 22401
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
Cheri teaches line dancing in Fredericksburg, VA, an activity that is not investment-related. This takes minimal time each month.