Assets Under Management
$30.3M
Number of Clients
983
Number of Advisors
19
Average Client AUM
$31K
AUM per Advisor
$1.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
CSP Financial Group LLC provides advisory services including selection of other advisers (Matson Money), portfolio analysis, financial planning, pension planning, and seminars. They offer tailored services based on client's investment policy statement and risk tolerance. They generally limit investment advice to mutual funds, fixed income, insurance products, equities and ETFs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.20% |
| $100K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees are negotiable.
14300 North Northsight Blvd, Suite 120, Scottsdale, AZ, 85260