Circle N Advisors offers investment advisory services through its Long-Weighted Investment Strategy, which focuses on long positions without options-based hedging. Circle N structures portfolios based on individual client circumstances and objectives. The firm uses both top-down and bottom-up approaches to security selection, considering fundamental, technical, and economic trends. Circle N manages assets on a discretionary basis.
Assets Under Management$85M
Clients104
Advisors1
Avg. per Client$820K
Avg. per Advisor$85M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 3.00% |
| $250K - $1.0M | 2.50% |
| $1M+ | 2.50% |
Fee is negotiable on the balance above $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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