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At Christopher Street Financial, we believe that transparency about our fees is the first step to creating a relationship built on trust. We provide financial planning services to our clients as part of our fiduciary investment advisory package. The fee for investment management with financial planning services starts at 1% based on a minimum initial balance of $1 million in assets under management (AUM). The fee schedule is discounted for households when AUM exceeds tiers of $3 million, $5 million, $10 million and $20 million. These fees are debited at quarter-end from your accounts based on current balances. 

If your AUM begins at less than $1 million, we can apply a minimum fee of $10,000 annually ($2,500/quarter). We offer this only when we believe it is in your best interest, enabling us to begin our financial and life planning service for you now and as your AUM increases over time. We do not charge trading or transaction fees.

We can provide access to insurance products, such as life insurance, long-term care insurance, or annuities. Insurance products are typically commission-based. These solutions would only be recommended if they were in your best interest and part of your holistic financial plan for risk management.

Assets Under Management

Fee Schedule

Less than $1,000,000 $10,000 minimum fee
$1,000,000 to $3,000,000 1.00%
$3,000,000 to $5,000,000 0.95%
$5,000,000 to $10,000,000
$10,000,000 to $20,000,000