Maria Kattan-Chrin is a registered investment advisor at Circle Wealth Management, LLC, based in Sunny Isles, FL, with 18 years of industry experience. Maria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 349 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Circle Wealth Management's fees are based on the overall value of your portfolio. The typical range is 0.24% to 0.85% per year. Fees are calculated quarterly in advance. If your situation requires services beyond investment management, such as consulting or family office services, Circle will offer those services for a flat annual fee.
Location
Sunny Isles, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Since 2006, Maria has been the Vice Chair of Circle Financial Group, a membership organization for women investors. Maria dedicates a few hours per week to this activity.
Employment History
Current Registrations
Circle Wealth Management, LLC
State Registrations4 states
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