CEI Financial Planning offers financial planning advice to individuals on various topics, including income taxes, estate taxation, real estate, securities investments, insurance, pensions, retirement, and general financial matters. CEI also offers ongoing consultation services for clients who need frequent advice. CEI can help you select a professional money manager based on your needs.
Assets Under Management$9.9M
Clients22
Advisors1
Avg. per Client$450K
Avg. per Advisor$9.9M
Fee Structure
Minimum Investment:None
- Financial Planning: $175/hour. A flat fee can be quoted in many cases. A retainer fee of $500 is required.
- Clerical Services: $40/hour
Hourly Rate:$175/hr
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