Cela Wealth Management offers personalized financial planning and investment management services. They also provide advice to clients who prefer to manage their own investments. Cela Wealth Management is a fee-only firm, meaning they don't receive commissions for selling products. Financial planning services are included for investment management clients with over $1 million in household account values. For others, financial planning is offered as a separate, negotiated service.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.50% |
Fees charged for investment management services are negotiable based on the investment adviser representative providing the services, the type of client, the complexity of the client's situation, the composition of the client's account (i.e., equities versus mutual funds), the potential for additional account deposits, the relationship of the client with the investment adviser representative (including family accounts) and the total amount of assets under management for the client.