Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
9042 Roosevelt Boulevard, Ms: 19B-0248, Philadelphia, PA, 19115
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
Aized is a board member for Friends of PEB, where he discusses allocating funds to non-profit projects overseas.