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
706 East Ave., Rochester, NY, 14607
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
Donald is an agent for Insurance Brokerage Agencies, marketing and selling fixed life insurance since 2007, dedicating a few hours per week. He also markets and sells Medicare Supplement Insurance for Global Life of NY, spending a few hours per week on this activity.