Ciaston Financial Group provides personalized investment management and financial planning services for individuals, high net worth individuals, trusts, estates, and business owners. Ciaston Financial Group creates customized investment strategies based on each client's individual goals, time horizons, objectives, and risk tolerance, with authority to make trades without asking first. Financial planning services are available upon request at no additional cost for clients who use the investment management service, covering topics such as financial goals, retirement strategies, cash flow analysis, and estate preservation. The firm does not have an account minimum and custody of client assets is maintained through Charles Schwab & Co.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
The annual fee is negotiable.