Circle R Wealth offers investment management services where they manage your investments based on your goals and risk tolerance. They also offer financial planning and consulting services, including budgeting, tax planning, retirement planning, college funding advice, insurance planning, and estate preservation. Circle R also works with third-party money managers and may receive referral fees.
Assets Under Management$1.3M
Clients4
Advisors1
Avg. per Client$330K
Avg. per Advisor$1.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.77% |
| $500K - $1.0M | 0.67% |
| $1.0M - $5.0M | 0.57% |
| $5M+ | 0.37% |
Fees are negotiable. When Circle R uses Altruist LLC’s Model Marketplace, Altruist charges an additional annual fee ranging from 0% to 1%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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