John Chrin is a CFP-designated registered investment advisor at Circle Wealth Management, LLC, based in Sunny Isles, FL, with 8 years of industry experience. John 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.
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John is a partner at Circle VenCap, LLC, a senior advisor at Century Equity Partners, and an advisory board member at AIRE Labs Limited. He spends minimal time on each of these roles, all during security trading hours.
Employment History
Current Registrations
Circle Wealth Management, LLC
State Registrations5 states
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