CitiWest Capital Corporation offers financial planning services focused on helping individuals and business owners achieve their long-term financial goals. Services include estate planning, business transfer planning, wealth preservation, investment planning, tax planning, asset allocation, risk management, and retirement planning. CitiWest does not manage client assets directly.
Assets Under ManagementN/A
Clients16
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial Plan Development: $5,000.00 to $36,000.00, depending on the complexity of the client's financial situation, including asset mix, business evaluation, net assets, liabilities, tax circumstances, and estate plan objectives.
- Revised, Updated Plan and/or Asset Review and Monitoring: $4,000.00 to $50,000.00, for changes requiring revised strategies or periodic investment review and asset monitoring.
One-Time Plan:$4,000 - $50,000
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