CS Advisors, located in Boca Raton, FL, has been managing investments since 2002. The firm offers comprehensive wealth planning and investment management services to professionals, business owners, affluent clients, and institutions. CS Advisors acts as a fiduciary, prioritizing clients' best interests. They emphasize a long-term, research-driven approach with strategic diversification and tactical strategies to manage risk. Advisory services are tailored to each client's investment objectives and risk tolerance.
Assets Under Management$120M
Clients101
Advisors3
Avg. per Client$1.2M
Avg. per Advisor$39M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees may be negated or reduced depending on the amount of assets under management or other factors.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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