CIC Investment Consultants offers investment management and financial planning services to individuals, high net worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. For investment management, CIC develops a client's personal investment policy and manages a portfolio based on that policy. Financial planning services include reviewing family records, budgeting, investments, insurance, retirement, death & disability, and estate planning. Implementation of financial planning recommendations is at the client's discretion.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are 1.5% or less for equity, balanced, and fixed income accounts. James Krebec, President will make the final determination. Discounts may be offered to family members and friends of associated persons of the firm.