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 $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.
Fee Estimator
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.
Areas of Practice
Advisor Information
Office location
14300 North Northsight Blvd, Suite 120, Scottsdale, AZ, 85260
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
He is an insurance agent with Lifetime Financial Group and an independent health insurance agent. He also works as a senior benefit consultant for GoHealth, dedicating nearly full-time hours, and is a consultant for Strategic Healthcare Financial Advisors LLC, and an autocad designer for Grantham Designing.