CSA Wealth Management, LLC
Professional Investment Management For Individuals And Businesses

Management fees will be based upon the total market value of all of the assets under management including any securities purchased on margin. At the beginning of each calendar quarter the fee will be calculated and charged based on the total market value at the end of the previous quarter at the rate of:

1.50% on the first $500,000
1% on the next $500,000
0.75% on assets over the first million
$2000 minimum annual fee

These fees are negotiable in certain circumstances, including but not limited to status as a family member or previous client of Cindi Showalter, the combined value of all household accounts, or certain other factors which may arise in the future. In addition, several accounts have negotiated a flat rate (rather than a staged rate) on accounts with more than $500,000 in assets. Full details are available in our brocure.


 

 

What We Do
Accumulation and Preservation
How We Invest
Why The Black Swan
What Makes Us Different
Comments
Our History
Fees
Performance
Career Information
Terms and Conditions
Emergency Information
 

ANIMATED VERSION

Phone: 276.634.0000 . Toll Free: 866.634.0018 . Fax: 276.634.5100 . E-mail: cindi@csawm.com
Postal: 729 Country Place Road . Axton, Virginia 24054

. CSA Wealth Management, LLC.