C 3 Financial Strategies offers personalized financial planning and investment management. The firm helps clients clarify their financial goals, creates diversified portfolios, and manages those portfolios with discretionary authority. Financial planning services include examining cash flow, insurance, taxes, investments, retirement, and estate planning needs. C 3 Financial Strategies primarily recommends institutional-style and no-load mutual funds and other low-cost investment vehicles. The firm also offers covered option trading for select clients.
Assets Under Management$8.5M
Clients28
Advisors1
Avg. per Client$300K
Avg. per Advisor$8.5M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.95% |
| $500K - $750K | 0.90% |
| $750K - $1000K | 0.85% |
| $1.0M - $1.5M | 0.80% |
| $1.5M - $2.0M | 0.70% |
| $2M+ | 0.60% |
The minimum account size for the Covered Options Account Portfolio is $25,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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