Cary Street Partners Asset Management (CSPAM) provides investment management services to clients of registered investment advisors. CSPAM offers investment consulting services for individuals and institutions. CSPAM manages investments through CSP Global and CSP Separate Accounts. CSP Global uses mutual funds and ETFs, while CSP Separate Accounts uses individual stocks and bonds. CSPAM also manages wrap fee programs.
Fee Structure
CSPAM charges an annual investment management fee based on a percentage of the assets they manage. The specific percentage varies depending on the investment program or strategy. CSPAM's fees do not include underlying fund fees. Fees are negotiable and can be paid in advance or arrears. CSPAM may also charge a flat fee for investment advisory services. CSPAM earns higher management fees when investing clients in their own ETF, TACK.