Constitution Investment Advisory and Portfolio Management (CIAPM) offers wealth management services to individuals, high-net-worth individuals, trusts, estates, corporations, and charitable organizations. CIAPM provides investment management, financial planning, and related advisory services. CIAPM creates customized investment portfolios using ETFs, mutual funds, individual stocks and bonds, and other investments. CIAPM's investment approach is primarily long-term focused.
Fee Structure
CIAPM's wealth management fees are based on the value of your portfolio and are paid quarterly. The annual fee ranges from 0.50% to 1.40% depending on the scope and complexity of services, the amount of assets managed, and the overall relationship. Fees may be negotiable.