Continuum Capital Advisory, LLC provides investment management through various platforms and programs, including managed portfolios, model portfolios, and separately managed accounts. They also offer one-time financial planning services, covering areas like retirement, college savings, and cash flow analysis. Additionally, they provide non-discretionary investment advisory services such as portfolio monitoring and securities research.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Continuum Capital Advisory offers investment management through several programs, but the fees are not listed in this brochure. You'll find fee details in the separate wrap fee program brochures for each program. These programs include:
- Vision2020 Wealth Management Platform – Managed Portfolios
- VISION2020 WEALTH MANAGEMENT PLATFORM – MODEL PORTFOLIOS PROGRAM
- VISION2020 WEALTH MANAGEMENT PLATFORM – SMA AND UMA PROGRAM
- VISION2020 ADVISOR PROGRAM
- MANAGED ASSETS PROGRAM
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