Cs Planning CORP
Assets Under Management
$1.3B
Number of Clients
2,819
Number of Advisors
49
Average Client AUM
$449K
AUM per Advisor
$25.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
CS Planning Corp provides investment supervisory, portfolio management, investment consulting, and financial planning services through a network of Advisory Affiliates. They utilize broadly diversified portfolios and a systematic strategy, tailoring advice to client objectives, risk tolerance, and financial goals. They continuously monitor investments and provide ongoing advice.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.5M | 1.50% |
| $1.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees negotiable above $10,000,000.00
Fee Estimator
Investment management fees are based on a percentage of assets under management, billed quarterly in advance. The minimum annual fee is $15,000. Standalone consulting or financial planning services are available for a fixed fee or an hourly rate, with a maximum of $450 per hour. Fees are generally negotiable. Clients may pay commissions and trading fees, plus up to $35 per trade for client-directed trades. Mutual funds and ETFs have internal expenses. Some Advisory Affiliates are independently licensed to sell insurance products and may receive commissions.
Areas of Practice
Location
3395 SW Garden View Ave, Portland, OR, 97225