Circle Wealth Management offers wealth advisory and investment management services to high-net-worth individuals, multi-generational families, trusts, foundations, and endowments. Circle gets to know each client's financial situation, investment objectives, and risk preferences to prepare a customized Investment Policy Statement. Circle monitors investments daily and integrates estate, tax, insurance, and charitable considerations, working with clients' other advisors.
Fee Structure
Circle Wealth Management's fees are based on the overall value of your portfolio. The typical range is 0.24% to 0.85% per year. Fees are calculated quarterly in advance. If your situation requires services beyond investment management, such as consulting or family office services, Circle will offer those services for a flat annual fee.