Circa Capital offers financial planning, investment portfolio management, and general consulting services to individuals and institutions. Circa Capital manages investment portfolios with the authority to make trades without asking first. Clients can place some restrictions on their accounts. The firm's investment philosophy focuses on quality, value, selectivity, and a long-term perspective.
Assets Under Management$79M
Clients88
Advisors2
Avg. per Client$900K
Avg. per Advisor$39M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Circa Capital's maximum annual fee for managing your investments is 1.5% of the value of your portfolio. Other fee schedules are possible, but they will not exceed this amount. A minimum annual fee may apply.
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