CSSC Investment Advisory Services Review


Trust Score 74%
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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 $846 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 transparent fee-only model
  • Firm uses a trusted custodian
  • There is one licensed advisor for every 10 clients (industry average 1:50)

Considerations


  • Firm has less than $1B in assets under management
  • Firm has been federally registered for only 16 years
  • Firm serves fewer than 1,000 clients

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $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
Hybrid Advisor Yes
Disciplinary History Yes
Total AUM $846 million
Advisor / Client Ratio 1:10
Headquarters Troy, MI
SEC Filings Forms and Brochures


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