Civvy Wealth provides asset management and financial planning services to individuals, families, and small businesses. They focus on developing and executing plans to build and preserve wealth, offering services like comprehensive financial planning, estate planning, business planning, and education planning. Clients work with Civvy Wealth to analyze their financial situation, set goals, and create tailored investment strategies. Civvy Wealth requires clients to use Charles Schwab & Co., Inc. as their custodian.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Wealth management fees are 1.00% of assets under management billed quarterly in advance. For clients with $1 million in assets under management, the $3,000 financial planning fee will be credited against the client’s first quarter fees. Fees may be negotiable.