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
1 Citizens Bank Way, Johnston, RI, 02919
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
Abraham works as a bartender/waiter at Black Pearl Restaurant, dedicating about a quarter of his time. He also works as sailboat race and delivery crew for Tenacious Holdings LLC.