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.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable in certain limited circumstances.