Cygnet Financial Planning offers investment management, investment advice, and financial planning services to individuals, business owners, corporations, estates, trusts, and retirement plans. Cygnet's approach involves a cash flow analysis and a written evaluation of the client's financial situation. Investment strategies are based on Modern Portfolio Theory and the Efficient Market Hypothesis. Cygnet provides investment advice through Cygnet Managed Accounts and Cygnet Managed Annuities.
Assets Under Management$190M
Clients525
Advisors6
Avg. per Client$360K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $100K | 1.35% |
| $100K - $250K | 1.20% |
| $250K - $500K | 1.00% |
| $500K - $1000K | 0.80% |
| $1M+ | 0.40% |
This account fee schedule does not include internal mutual fund/ETF expenses, platform/recordkeeping fees, or any fees charged by the account custodian, or other service providers. Cygnet reserves the right to negotiate lower fees with clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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