Assets Under Management
$8.3B
Number of Clients
5,851
Number of Advisors
102
Average Client AUM
$1.4M
AUM per Advisor
$81.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
CSPIA offers discretionary and non-discretionary advisory services including financial planning, separately managed accounts, and investments in various securities and funds. They work with individual and institutional clients to review investment objectives, financial situations, and risk tolerance. CSPIA also offers retirement planning services and lending services.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | Included |
Fees are negotiable, especially for larger accounts.
901 East Byrd Street, Suite 1001, Richmond, VA, 23219