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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees may be negotiable at CS Advisors’ discretion.
Fee Estimator
CS Advisors charges an asset-based fee, calculated quarterly on the account's value. The fee is 1.00% on the first $2,000,000, 0.75% on the next $2,000,000, and 0.50% on all additional amounts. They also have the ability to charge clients on an hourly basis, flat fee and subscription fee. 401k fees range from .15% to .50%. Fees may be negotiable at CS Advisors’ discretion. Clients will also incur transaction fees and other related costs and expenses.
Areas of Practice
Advisor Information
Office location
7999 N Federal Hwy, Suite 101, Boca Raton, FL, 33487
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
Christopher is dually registered with CS Advisors as an investment advisor and owns Scale Consulting Group, LLC, offering executive coaching, consulting, and financial planning. He also manages EPN Limited Partnership, a family investment vehicle.