Cary Street Partners Asset Management
Assets Under Management
$1.5B
Number of Clients
1,724
Number of Advisors
5
Average Client AUM
$865K
AUM per Advisor
$298.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
CSPAM provides asset management for clients of registered investment advisers through advisory programs. They also offer advisory and sub-advisory investment management services to clients of affiliated and unaffiliated Investment Advisers. In limited circumstances, services are provided directly to retail and institutional clients.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | N/A |
Fees are listed as percentages for different strategies, but not in a tiered AUM structure. Fees are negotiable and can be modified on a case-by-case basis.
Fee Estimator
CSPAM charges either an annual investment management fee based on a percentage of the assets managed or a flat fee for investment consulting services. Investment management and consulting fees are negotiable, subject to volume discounts, and are modified case-by-case. Fees can be paid in advance each quarter or in arrears. Specific fee information is in the Investment Advisory Agreement. CSPAM's fees may be higher than other advisers providing similar services. Wrap fee programs are also available.
Areas of Practice
Location
901 East Byrd Street, Suite 1001, Richmond, VA, 23219