Eric Caisse is a CFP-designated registered investment advisor at Csenge Advisory Group, LLC, based in Clearwater, FL, with 28 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,312 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Csenge Advisory Group offers asset management programs where advisor representatives directly manage client portfolios. The maximum annual fee for this service is 2.35%. This fee covers advisory services and most brokerage commissions. Clients may also pay other charges such as custodial fees and internal fees charged by mutual funds or exchange-traded funds.
Location
4755 East Bay Drive, Clearwater, FL, 33764
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Eric is an owner and Chief Investment Officer at Csenge Advisory Group, dedicating significantly more than full-time hours to this role. He also serves on the board of directors for BEATCC and the CMT Association, and owns Caisse Asset Group for intellectual property and Longboard, LLC as a holding company.
Employment History
Current Registrations
Csenge Advisory Group, LLC
Previous Registrations
Integrity Alliance, LLC.Broker
Lion Street Advisors, LLC
Lion Street Financial, LLCBroker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Fsc Securities Corporation
Corporate Securities Group, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.