Citrine Capital offers investment management and comprehensive financial planning. Investment management includes tailored portfolios based on client goals. Financial planning covers net worth, cash flow, insurance, retirement, college, and estate planning. The firm monitors plans and meets with clients annually to ensure accuracy and appropriateness.
Assets Under Management$280M
Clients127
Advisors5
Avg. per Client$2.2M
Avg. per Advisor$56M
Fee Structure
Planning is included in investment management
Citrine Capital charges an annual fixed dollar fee for investment management and comprehensive financial planning. The fee, determined upfront, generally ranges from $7,000 to $90,000 based on the client’s net worth. The annual fees are negotiable, prorated and paid in arrears on a quarterly basis.
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