CSSC Investment Advisory Services Review


Trust Score 74%
Trust Score info_outline
Share

CSSC Investment Advisory Services, federally registered in 2002, is a Registered Investment Advisor (RIA) in 35 state(s) with a licensed staff of 35 advisors. CSSC Investment Advisory Services manages $845.59 million and provides investment advisory services for 328 clients (1:10 advisor/client ratio).

The annual fee will be a percentage of assets under management ranging from 0.03% to 1.75% plus a fixed fee that varies with asset levels.

Benefits


  • Firm uses a trusted custodian
  • Firm has a high advisor to client ratio, one licensed advisor for every 10 clients
  • Firm does not privately manage or own the products they recommend
  • Firm does not receive soft dollar benefits
  • Firm does not have any felony convictions

Considerations


  • Firm serves fewer than 1,000 clients
  • Firm has been federally registered for only 16 years
  • Firm has a disciplinary history
  • Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest
  • Firm has less than $1B in assets under management


KEY
location_city Company Profile
pan_tool Disciplinary History
crop Conflicts of Interest


Managed Investing


Feature Value
Estimated Fees (Annual) N/A on a $0 portfolio
Annual Management Fee Notes The annual fee will be a percentage of assets under management ranging from 0.03% to 1.75% plus a fixed fee that varies with asset levels.
Minimum Investment $50,000
Minimum Annual Fee $0
Average Account AUM $2,578,017
Broker-Dealer Hybrid Yes
Disciplinary History Yes
Total AUM $845.59 million
Advisor / Client Ratio 1:10
Headquarters Troy, MI
SEC Filings Forms and Brochures


Questions & Answers



Get answers about CSSC Investment Advisory Services


Ask a question question_answer


Feedback