Circadia Financial Planning provides financial planning and investment management services. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax planning. Investment management involves ongoing advice and portfolio management based on individual needs. Circadia may use outside managers.
Assets Under Management$29M
Clients8
Advisors1
Avg. per Client$3.6M
Avg. per Advisor$29M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K+ | 0.55% |
Minimum annual Investment Management fee: $3,000 (household-level).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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