Cip Capital Management, LLC

Assets Under Management

$2.6M

Number of Clients

8

Number of Advisors

3

Average Client AUM

$330K

AUM per Advisor

$881K

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

CIP Capital Management offers retirement client consulting, investment vehicle selection, and limited financial planning services. They create or review investment lineups, provide advice on investment management matters, and offer financial planning services including profile analysis and retirement strategy recommendations.

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
Areas of Practice
Retirement PlanningFinancial Planning & Coaching
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Location

799 Cambridge Street, Cambridge, MA, 02141

3 Advisors at this firm