Assets Under Management
$1.6B
Number of Clients
1,638
Number of Advisors
108
Average Client AUM
$972K
AUM per Advisor
$14.7M
Compensation
Fee-Only (AUM)
City National Securities (CNS) offers the City National Securities Asset Allocation Program, a wrap fee program providing wealth management services. CNS's affiliate, City National Rochdale (CNR), provides investment advisory and portfolio management services. The program includes goal assessment, risk profiling, asset allocation, and ongoing monitoring.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.01% |
| $1M+ | 0.01% |
Fees are negotiable in certain circumstances.
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