CA
CFA
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
704 advisors
Number of Clients
53,044 clients
Average Client Portfolio
$173K average
Assets Under Management
$9.2B
Fee Structure
Minimum Investment:$2K
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
Investment Management
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Advisor Information
Office location
400 Royal Palm Way, Suite 300, Palm Beach, FL, 33480
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Citizens Securities, INC.
December 2024 - Present · 1 yr 1 mo
Citizens Securities, INC. Broker
November 2024 - Present · 1 yr 2 mos
Citizens Private Wealth
January 2024 - Present · 2 yrs
Previous Registrations
Truist Advisory Services, INC.
August 2019 - December 2023 · 4 yrs 4 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.