Celadon Managed Wealth offers ongoing investment management based on your financial situation and goals. They also provide financial planning services, creating written plans that cover investment, retirement, insurance, education, and asset allocation. Celadon Managed Wealth also offers retirement plan services to plan sponsors and participants. You make the final decisions on your investments.
Assets Under Management$80M
Clients117
Advisors1
Avg. per Client$680K
Avg. per Advisor$80M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable based on client type, complexity, account composition, potential for additional deposits, relationship with the investment advisor representative, and total assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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