Cyr Financial offers investment management services using proprietary investment models and financial planning services, including retirement planning, insurance needs, education savings, and tax planning. They also offer estate planning assistance, including document review and coordination. Clients are not obligated to implement any recommendations.
Assets Under Management$180M
Clients472
Advisors4
Avg. per Client$380K
Avg. per Advisor$45M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $7.5M | 0.55% |
| $7.5M+ | 0.40% |
Fees may be negotiable at the sole discretion of the Advisor. Certain legacy Client relationships may have a fee schedule that differs from the table above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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