C.E.C. Wealth Management provides investment management and financial advice to individuals and institutions. Portfolios are invested in a diversified manner using individual securities, mutual funds, and exchange traded funds. Financial advice is customized to each client's needs and can include financial planning.
Assets Under Management$61M
Clients95
Advisors1
Avg. per Client$640K
Avg. per Advisor$61M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The firm reserves the right to make its management fee rate negotiable at its discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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