Citigroup Global Markets offers a specialized financial planning service for clients of Citi Private Bank and Citi Global Wealth at Work. Through this program, financial planners help clients identify objectives, analyze current financial situations, and deliver a comprehensive written financial plan covering assets, liabilities, tax strategies, retirement goals, and estate planning. Once the plan is delivered, clients maintain ultimate authority and responsibility for implementation, which can be executed through advisory accounts, brokerage accounts, or other financial services offered by Citigroup Global Markets or affiliates. While the planning service itself is provided without an ongoing investment management fee within this specific program, the firm and its affiliates offer broader investment management, brokerage, and banking services where fees apply.
Fee Structure
Citigroup Global Markets provides a comprehensive written financial plan at no direct fee to eligible clients of Citi Private Bank and Citi Global Wealth at Work. The service includes developing a financial profile, analyzing current financial position, and providing recommendations for education, retirement, estate planning, and other long-term goals.