Ciclo Wealth LLC offers ongoing portfolio management based on individual client goals, risk tolerance, and time horizon. They create an investment policy statement for each client. Ciclo Wealth also provides financial planning services, including investment, retirement, and college planning. Ciclo Wealth primarily recommends ETFs but may use other securities to diversify portfolios.
Assets Under Management$42M
Clients70
Advisors1
Avg. per Client$600K
Avg. per Advisor$42M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.60% |
| $6.0M - $8.0M | 0.40% |
| $8.0M - $10.0M | 0.20% |
| $10M+ | 0.10% |
Client accounts are aggregated to receive the lowest tiered schedule fee. Fees are non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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