Cirrus Capital Management, LLC

Fee-Only (% of Portfolio)

Cirrus Capital Management provides investment advisory services to individual client accounts, primarily discretionary portfolio management. They manage portfolios of equities, options, and exchange-traded funds, making investment decisions based on market experience, macroeconomic conditions, fundamental analysis, and technical analysis. Client accounts are grouped into five portfolios based on account type, size, and risk tolerance. Basic financial planning services are provided free of charge at Cirrus Capital's discretion.

Assets Under Management$22M
Clients41
Advisors2
Avg. per Client$540K
Avg. per Advisor$11M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees may be negotiable in certain limited circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Advisors at this firm

Cirrus Capital Management, LLC | TrueAdvisor