C2C Wealth Management provides customized wealth management services for individuals, high net worth individuals, trusts, and estates. C2C Wealth Management combines continuous personal client contact with discretionary investment management, financial planning, and related advisory services. C2C Wealth Management works closely with each client to identify investment goals, risk tolerance, and financial situations to construct portfolios consisting primarily of exchange-traded funds, individual stocks, bonds, and sometimes independent managers. C2C Wealth Management focuses primarily on long-term investment strategies while actively monitoring and rebalancing portfolios when needed. C2C Wealth Management also provides financial planning as a component of wealth management services, covering areas such as investment planning, retirement planning, personal savings, and education savings.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Wealth management fees are up to 2.25% annually based on scope, complexity, asset level, and overall relationship. Fees may be negotiable.