Circle Wealth Management is an independent, women-owned registered investment advisor with offices in New York City and Summit, New Jersey. Founded in 2006, the firm serves high-net-worth individuals, multi-generational families (with 80% women-led), trusts, foundations, and endowments. Circle Wealth Management offers customized wealth advisory, investment management, and family office services. The firm takes a collaborative approach, spending time to understand each client's situation, objectives, and risk preferences to create a tailored Investment Policy Statement. Investment management services include rigorous due diligence across asset classes, manager and security selection, portfolio implementation, ongoing monitoring, and comprehensive reporting. In addition, Circle Wealth Management integrates estate, tax, insurance, and charitable planning while incorporating behavioral finance. The firm acts as a central coordinator, working alongside clients' other professionals such as attorneys and accountants. Services are provided on both a discretionary and non-discretionary basis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Typical fees range from 0.24% to 0.85% per year. Fees are negotiable and vary based on factors such as account composition, complexity, and anticipated services.