Cirrus Capital manages investment portfolios and provides retirement plan consulting, participant account management, and investment research for individuals, businesses, and retirement plans. Cirrus Capital builds individualized portfolios using a combination of quantitative and fundamental analysis, utilizing model portfolios, exchange-traded funds, mutual funds, individual stocks, bonds, and alternative investments. Clients can impose restrictions on certain securities. Cirrus Capital also assists clients with estate planning through a third-party technology platform called Estate Guru. Additionally, Cirrus Capital offers sub-advisory services to other registered investment advisors and provides quantitative research for a fee.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual management fee is negotiable up to 2.00% depending on the size and complexity of your account. Sub-advisory and retirement plan consulting services are charged at a flat 0.50% annual fee.