Circle City Wealth Management (CCWM) offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. CCWM creates a plan to aid in the selection of a portfolio that matches each client's specific situation. CCWM also offers financial planning services, which may include investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning.
Assets Under Management$96M
Clients104
Advisors1
Avg. per Client$920K
Avg. per Advisor$96M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
Fees are negotiable. CCWM will not charge a fee over 3.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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