Cito Capital Advisors offers financial planning services, including help with financial goals, cash flow, tax planning, insurance, investments, education, retirement, and estate planning. Cito Capital Advisors refers clients to third-party money managers (TPMs) and receives a portion of the TPM's advisory fee as a referral fee. Cito Capital Advisors monitors the TPM's performance.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
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Fee Structure
- Financial plan — $500 to $5,000, depending on complexity and scope.
- Modular financial planning/general consulting — $250 per hour, depending on scope and complexity.
One-Time Plan:$500 - $5,000
Hourly Rate:$250/hr
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