Consultative Services, Inc. (CSI), operating as Myrna Mitchell, provides financial planning services to individuals. CSI helps clients with retirement planning, cash flow analysis, portfolio allocation, investment implementation, estate planning, insurance analysis, and college funding recommendations. Investment advice is limited to mutual funds, exchange-traded funds, certificates of deposit, and commercial paper. Financial planning services are tailored to each client's individual needs.
Assets Under Management$19M
Clients18
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$9.7M
Fee Structure
- Hourly fee of $250/hour, with an estimate given before work begins.
- Flat fixed fee per year, billed quarterly. The aggregate fees will not exceed $3000 per quarter, with fees ranging from $500 - $3000 per quarter.
Annual Retainer:$2,000 - $12,000/year
Hourly Rate:$250/hr
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