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CSH Investment Management

Updated today

Client assets under management

$66,612,283

Clients

290

3% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

145

Very High

Average account size

$229,698

About

CSH Investment Management provides investment advisory and portfolio management services to individual clients, including high-net-worth households. The firm charges fees based on a percentage of assets under management and manages client accounts on an ongoing basis.

The firm reports approximately $67.2 million in assets across roughly 290 client accounts served by two advisors, a client-to-advisor mix that may influence how services are delivered. Custody is through Charles Schwab, and CSH notes that calculated advisory fees are shown on Schwab statements each quarter; clients may request a detailed itemization showing the fee formula, the assets used in the calculation, and the time period covered.

Noteworthy for its size, CSH formalizes fee transparency by documenting calculated fees on custodial statements and offering clients a right to a complete itemized fee breakdown, a practice not always spelled out in firm brochures. The firm’s combination of a relatively large number of individual accounts and two advisors, along with operations across two offices, suggests a focus on managing a broad set of household-level relationships alongside high-net-worth clients.

Client services

Financial planning Portfolio management

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Fee options

Percentage

Main office location

CSH Investment Management

926 W. Spresser

Taylorville IL 62568, United States

Number of offices

2

Most active in

Illinois · Missouri

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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