Assets Under Management
$98.0M
Number of Clients
93
Number of Advisors
3
Average Client AUM
$1.1M
AUM per Advisor
$32.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
CS Advisors, located in Boca Raton, FL, offers comprehensive wealth planning and investment management services. The firm emphasizes a long-term, research-driven approach with strategic diversification and tactical strategies. They are a fiduciary and act in the client's best interest.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees may be negotiable depending on the amount of assets under management.
7999 N Federal Hwy, Suite 101, Boca Raton, FL, 33487