Ceeto Capital Group, LLC

Fee-Only (% of Portfolio)

Ceeto Capital Group provides ongoing portfolio management services tailored to each client's individual goals, time horizon, and risk tolerance. Ceeto Capital Group creates a personalized investment policy statement for every client and handles asset allocation, asset selection, and regular portfolio monitoring. The firm generally focuses its investment advice on mutual funds, fixed income securities, real estate funds, equities, hedge funds, private equity funds, exchange-traded funds, commodities, and venture capital. In addition to traditional portfolio management, Ceeto Capital Group may recommend alternative fund managers. The firm serves high-net-worth individuals, trusts, foundations, endowments, and pension funds.

Assets Under Management$530M
Clients18
Advisors4
Avg. per Client$30M
Avg. per Advisor$130M

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

4 Advisors at this firm