City Investment Advisors provides financial planning, investment consultation, and investment supervisory services. Financial planning covers areas like cash flow, retirement, education, and estate planning. Investment consultation educates clients on investment options and strategies. Investment supervisory services involve managing client portfolios with a blend of active and passive strategies. The firm acts as a fiduciary, prioritizing client interests.
Assets Under Management$1.7M
Clients50
Advisors1
Avg. per Client$33K
Avg. per Advisor$1.7M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $15K | 2.00% |
| $15K - $100K | 1.50% |
| $100K+ | 1.00% |
Fees are negotiable. The firm may aggregate accounts for the same individual or family.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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