Kristen Breault is a registered investment advisor at Circle Wealth Management, LLC, based in Summit, NJ, with 18 years of industry experience. Kristen 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
47 Maple Street, Suite 201, Summit, NJ, 07901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Circle Wealth Management, LLC
State Registrations1 state
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