C2 Private Wealth provides financial planning and manages investments, focusing on retirement planning for those nearing or in retirement. C2 helps clients understand their financial situation and retirement goals, then creates a financial plan. C2 manages assets through investment management, insurance product recommendations, and ongoing plan monitoring. C2 also offers limited advisory services for assets in employer-sponsored plans.
Fee Structure
C2 Private Wealth manages your investment accounts for a fee, but the brochure does not specify the exact percentage charged. The fee will be documented in your advisory agreement. In addition to C2's fee, you will also pay a platform fee to AssetMark, which ranges from 0.00% to 0.50%. Certain taxable accounts may also be enrolled in a tax-loss harvesting service for an additional 0.05% fee. C2 also offers limited advisory services for assets held in employer-sponsored plans for a fee not to exceed 0.74% annually.