Cecil Wealth LLC provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an investment policy statement and manage investments with discretionary authority. Cecil Wealth also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit planning. They primarily advise on mutual funds, fixed income, insurance products, equities, and ETFs.
Assets Under Management$31M
Clients41
Advisors1
Avg. per Client$750K
Avg. per Advisor$31M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.70% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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