myCIO Wealth Partners provides investment management, Chief Investment Officer services, and financial planning for individuals, businesses, trusts, and estates. The firm builds tailored investment strategies, handles asset allocation, and offers access to private investment funds and alternative investments. Clients can choose discretionary or non-discretionary management. myCIO Wealth Partners also offers specialized financial planning, including personal Chief Financial Officer services and corporate executive financial planning, addressing retirement, taxes, education funding, and insurance. Additionally, the firm provides retirement plan consulting for plan sponsors and standalone tax preparation services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.50% |
| $25.0M - $50.0M | 0.35% |
| $50.0M - $75.0M | 0.20% |
| $75.0M - $100.0M | 0.15% |
| $100.0M - $200.0M | 0.08% |
| $200.0M - $400.0M | 0.06% |
| $400.0M - $500.0M | 0.05% |
| $500.0M - $1000.0M | 0.04% |
| $1000M+ | 0.04% |
Minimum annual fee of $25,000. Fees are negotiable based on anticipated future earning capacity, future assets, account composition, and other factors.