Cs Advisors INC.
Assets Under Management
$98.0M
Number of Clients
93
Number of Advisors
3
Average Client AUM
$1.1M
AUM per Advisor
$32.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
CS Advisors, located in Boca Raton, FL, has been managing investments since 2002. They offer comprehensive wealth planning and investment management to professionals, business owners, affluent clients, and institutions. The firm emphasizes a long-term, research-driven approach with strategic diversification and tactical strategies.
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
Location
7999 N Federal Hwy, Suite 101, Boca Raton, FL, 33487