Assets Under Management
$7.7M
Number of Clients
30
Number of Advisors
1
Average Client AUM
$258K
AUM per Advisor
$7.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
C 3 Financial Strategies offers financial planning and investment management services, including clarifying investment objectives, creating diversified portfolios, and managing portfolios on a discretionary basis. Financial planning includes examining cash flow, insurance, taxes, investments, retirement, and estate planning needs. They primarily recommend institutional-style and no-load mutual funds and other low-cost investment vehicles.
| Assets Under Management | 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% |
CA, United States