C.E.C. Wealth Management provides portfolio management and financial advice to individuals and institutions. Founded in September 2022 and led by Chas Craig, the firm invests client portfolios in a diversified, balanced manner using individual securities, mutual funds, and exchange-traded funds based on each client's unique circumstances and risk tolerance. The investment approach blends low-cost index funds with selective purchases of individual stocks when attractive pricing is identified. Financial advice is tailored to each client and can include comprehensive financial planning. C.E.C. Wealth Management operates as a registered investment advisor with discretionary and non-discretionary authority.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard fee rate is 1% annually, billed quarterly. The firm reserves the right to make its management fee rate negotiable at its discretion.