Citrine & Gold is a registered investment advisor offering portfolio management and financial planning services. Portfolio management can be discretionary or, in limited cases, non-discretionary. Financial planning services are offered for a flat or hourly fee, either on an ongoing or one-time basis. The firm uses AssetMark as a subadvisor and custodian. Citrine & Gold does not require a minimum account size.
Assets Under ManagementN/A
Clients15
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.70% |
| $250K+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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