What does it cost to do business with C2?
Well, just like in everything we do for our clients, we want to be flexible. Because we believe that access to quality advice should be available to everyone, we will work with you to come up with the best pricing model to fit your unique situation.
We start with a customized Financial Plan to serve as the road map and guide our decisions along the way towards financial freedom and confidence. Financial planning services include defining goals, gathering data, analyzing data, developing plan, presenting plan and implementing the plan.
The plan is a “living document”, continually updated as life changes and leading us to the appropriate solutions and illustrating your progress every step of the way. We can work on an hourly planning fee basis or flat fee as well if desired.
Financial Planning Fee
Subscription (Pay As You Go)
|$1,200/yr||For the client looking for a retirement-centric planning engagement rather than a full-comprehensive plan. We will help our clients stay organized with access to their own personal financial website!!|
| $1,800/yr||Most common planning engagement. Full-comprehensive plan covering multiple facets of our clients financial lives. |
| $2,700/yr||Typically appropriate for clients and business owners who require more in-depth planning due to evolving goals and changing life events.|
Looking for a 2nd opinion or for a one-time financial plan? Give us a call to ask about custom pricing based on the complexity of your plan.
*Note: All packages include initial financial plan and access to a personal financial website.
The financial planning fees (fees) described above may increase or decrease depending upon the complexity of your individualized financial plan or the assets upon which your financial plan is based. Financial plans are sold pursuant to a Financial Planning Agreement (FPA) between CIRA and you, the client, pursuant to the terms and conditions contained therein. Please consult the fee listed on the FPA for the fee applicable to your financial plan. In the event of a discrepancy between the fees listed above and the fee listed on your FPA, the fee listed on your FPA will control.
Investment Advisory Fee
|Money We Manage||Description|
|Up to $500,000|
1.25% Annual Fee
|$500,001 - $1,000,000||1.00% Annual Fee|
|$1,000,001 - $3,000,000||.85% Annual Fee|
|$3,000,001 - $5,000,000||.75% Annual Fee|
|$5,000,001 - $10,000,000||.50% Annual Fee|
|$10,000,001 and Above||.25% Annual Fee|
Pricing may be a combination of Assets Under Management (AUM) and Fee-For-Service. Agreed upon in advance and based upon services rendered.