Celestial Wealth Management offers investment management services where they make investment decisions for you. They also offer financial planning services covering areas like retirement, insurance, and estate planning. They also offer pension consulting services to employee benefit plans. These services can be offered through LPL Financial programs.
Fee Structure
Celestial Wealth Management offers investment management through Strategic Wealth Management (SWM II) as a wrap fee program. The annual fee will not exceed 2.0% of the assets managed. The fee is negotiable and paid quarterly in advance. They also offer investment management through Guided Wealth Portfolios (GWP) with an LPL program fee of 0.35% and Celestial Wealth Management advisory fee of up to 1.00%, payable quarterly in advance.