Csp Financial Group LLC
Assets Under Management
$30.3M
Number of Clients
983
Number of Advisors
19
Average Client AUM
$31K
AUM per Advisor
$1.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
CSP Financial Group LLC offers advisory services including selection of other advisers (Matson Money), portfolio analysis, financial planning, pension planning, and seminars/workshops. They also provide services for accounts not directly held in their custody, leveraging an Order Management System. Investment advice is generally limited to mutual funds, fixed income securities, insurance products, equities and ETFs.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees are negotiable.
Fee Estimator
CSP Financial Group LLC's fees for selecting other advisors (Matson Money or Dimensional Fund Advisors) are up to 1.2% annually, negotiable based on the client relationship. Portfolio Analysis (MRI) is a one-time $500 fee, also negotiable. Financial planning fees are up to $1,200 as a fixed fee or $300 per hour, both negotiable. Seminars and workshops are free. Clients are responsible for third-party fees like custodian and brokerage fees. Fees are generally paid quarterly in advance.
Areas of Practice
Location
14300 North Northsight Blvd, Suite 120, Scottsdale, AZ, 85260