Assets Under Management
$49.3M
Number of Clients
79
Number of Advisors
3
Average Client AUM
$624K
AUM per Advisor
$16.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Cela Wealth Management offers personalized financial planning and investment management services. They also provide advisement services to clients who prefer to retain discretion over their accounts. The firm is fee-only and does not receive commissions. Financial planning is included for investment management clients with over $1M in assets.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.50% |
Fees are negotiable based on various factors.
8950 SW 74th Court, Suite 2213, Miami, FL, 33156