C2 Financial Planning provides investment management and financial planning services to individuals. For investment management, C2 determines your investment goals, risk tolerance, and time horizon to create a suitable investment strategy. Financial planning covers wills, estate plans, investments, taxes, retirement income, and college planning. You are not obligated to act on C2's recommendations or to execute transactions through C2.
Assets Under Management$5K
Clients1
Advisors1
Avg. per Client$5K
Avg. per Advisor$5K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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