Civitas Financial offers investment advice, primarily through a co-advisory relationship with Gradient Investments. Civitas helps clients select appropriate investment models based on their goals and risk tolerance. Civitas also provides services to retirement plans, acting as either a limited scope advisor or a discretionary investment manager. Civitas does not sponsor wrap fee programs.
Assets Under Management$25K
Clients3
Advisors3
Avg. per Client$8.3K
Avg. per Advisor$8.3K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Civitas Financial works with Gradient Investments to manage your investments. The annual fee you pay is split between Civitas and Gradient Investments. Here's a breakdown of the annual fees for different portfolio types:
- Strategic Portfolios: 1.80% total (1.00% to Civitas, 0.80% to Gradient Investments)
- Tactical Portfolios: 1.70% total (1.00% to Civitas, 0.70% to Gradient Investments)
- Allocation & Defined Outcome Portfolios: 1.60% total (1.00% to Civitas, 0.60% to Gradient Investments)
- Private Wealth Portfolios: 1.50% total (1.00% to Civitas, 0.50% to Gradient Investments)
- Preservation Portfolios: 1.00% total (0.60% to Civitas, 0.40% to Gradient Investments)
- Client Directed Accounts: $300 total ($0 to Civitas, $300 to Gradient Investments)
In addition to the above fees, there is a $15 quarterly service fee. These fees are negotiable.
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