Csenge Advisory Group, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Csenge Advisory Group offers investment advisory services through a network of independent advisor representatives. Services include asset management, asset allocation, analysis of third-party managed programs, financial planning, and corporate retirement plan consulting. Csenge manages client portfolios directly, using a mix of securities and asset allocation models. They may also act as a sub-advisor to unaffiliated third-party advisors.

Assets Under Management$2.9B
Clients6,312
Advisors70
Avg. per Client$460K
Avg. per Advisor$41M

Fee Structure

Planning is included in investment management (also available separately)

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.

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Location

70 Advisors at this firm

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