FS
CFP
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
704 advisors
Number of Clients
53,044 clients
Average Client Portfolio
$173K average
Assets Under Management
$9.2B
Fee Structure
Minimum Investment:$2K
The Managed Account Program charges a single asset-based fee, which includes CSI's component, the Platform Manager's component, and the Portfolio Manager's component. The maximum annual rate for CSI's component is 2.00%. The specific fee composition will be listed in your Investment Management Agreement (IMA). Fees are negotiable under some circumstances. Connect accounts are subject to a minimum investment of $2,000.
Areas of Practice
Investment Management
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Advisor Information
Office location
200 Station Drive, Westwood, MA, 02090
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Citizens Securities, INC.
February 2025 - Present · 11 mos
Citizens Private Wealth
May 2021 - Present · 4 yrs 8 mos
Previous Registrations
Clarfeld Financial Advisors INC
June 2003 - December 2005 · 2 yrs 6 mos
State Registrations2 states
NYTX
Advisor
Exams
No exam information available for this advisor.