Circle Advisers Inc. provides investment advice and, if requested, financial planning and consulting services. For investment management, Circle Advisers works with clients to understand their goals and recommends investments accordingly. Clients can place reasonable restrictions on Circle Advisers' services. Circle Advisers also offers financial planning on a standalone basis for a separate fee, covering topics like estate planning and insurance. Circle Advisers may recommend other professionals, but clients are not obligated to use them.
Assets Under Management$870M
Clients348
Advisors7
Avg. per Client$2.5M
Avg. per Advisor$120M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees may be negotiable on a case-by-case basis. There is a $2,500 minimum annual fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...