Celtic Capital Corporation offers financial planning and investment management services. Financial planning includes identifying financial problems, cash flow and budget management, tax planning, risk exposure review, investment management, education funding, retirement planning, and estate planning. Investment advice is provided as part of an ongoing financial planning relationship.
Assets Under Management$5.5M
Clients32
Advisors1
Avg. per Client$170K
Avg. per Advisor$5.5M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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