CIO Wealth Management offers investment management services tailored to individual client needs. They also provide financial planning and consulting services, including college education planning, retirement planning, tax-minimization strategies, and estate planning. CIO acts as a fiduciary, always acting in the best interest of their clients.
Assets Under Management$66M
Clients59
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$66M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
CIO reserves the right to customize client fee arrangements on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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