CSP Financial Group recommends third-party investment advisors like Matson Money to manage client investments. They also offer financial planning covering areas like retirement, college, and insurance. CSP Financial Group also provides portfolio analysis services through Matson Money. Seminars and workshops are offered to educate the public on different types of investments and the services they offer.
Fee Structure
CSP Financial Group recommends third-party investment advisors, primarily Matson Money and Dimensional Fund Advisors (DFA). The annual fee for these services is based on the amount of your assets.
The fee will not exceed 1.2% and is determined at CSP Financial Group's discretion based on the client relationship. Matson Money also collects a fee of up to 0.49% annually. The combined fees will not exceed 1.69% annually. These fees are negotiable.