Cottage Street Advisors (CSA) offers investment management and financial planning services. CSA helps clients define their investment goals based on their financial situation and risk tolerance. CSA manages accounts on a discretionary basis, investing in stocks, bonds, ETFs, and other products. In special cases, CSA offers consulting services on an hourly basis. CSA tailors its services to each client's needs and allows clients to place restrictions on their accounts.
Fee Structure
Cottage Street Advisors' fees for investment management and financial planning typically range from 0.75% to 1.00% per year, deducted from your account semi-annually, quarterly, or monthly. The fee is based on the average value of your account. Financial planning is included in the investment management fee, but is also available separately for a fixed price (typically $2,500 - $10,000).