Ciro Capital offers investment management and financial planning services to individuals and other clients. The firm creates customized investment approaches using stocks, bonds, ETFs, and other securities. They also offer standalone financial planning services covering retirement, estate, tax, and education planning. Ciro Capital utilizes third-party money managers to implement investment portfolios.
Fee Structure
Ciro Capital offers comprehensive portfolio management where clients pay an annual management fee, billed quarterly, based on the value of their account. The fee can be up to 2.00% per year, depending on the investment strategy and the size of the account. Fees are negotiable and deducted directly from client accounts. The firm uses third-party money managers, but the total fees, including theirs, will not exceed 2.00% annually.