CTA Wealth Advisors offers personalized financial planning and investment management services. Their services include helping clients determine financial objectives, manage cash flow, plan for taxes, review insurance, manage investments, fund education, plan for retirement, and plan estates. CTA's investment strategies are based on Modern Portfolio Theory. CTA also offers tax preparation services through Cameron Thornton Associates.
Assets Under Management$150M
Clients112
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$75M
Fee Structure
Minimum Investment:$500K
CTA Wealth Advisors offers investment management through two programs:
- Investment Update Service™: Fees are negotiable, typically between 0.6% and 1.0% per year, based on the value of assets in the account. Fees are billed quarterly or semi-annually in arrears.
- Focus Partners Advisor Solutions: Fees are based on a graduated fee schedule for both advisor management and administration/servicing. See the fee schedule below.
Fees are negotiable.
Loading...