C2C Wealth Management offers customized wealth management services, including investment management, financial planning, and related advisory services. C2C works with clients to identify their investment goals, risk tolerance, and financial situation to create a portfolio strategy using exchange-traded funds, individual stocks and bonds, and unaffiliated money managers. C2C's investment strategies are primarily long-term focused.
Assets Under Management$180M
Clients324
Advisors1
Avg. per Client$550K
Avg. per Advisor$180M
Fee Structure
Planning is included in investment management
C2C Wealth Management charges a fee based on the value of your portfolio, up to 2.25% annually. The exact fee depends on the complexity of your situation, the amount of assets managed, and your overall relationship with C2C. Fees are paid monthly in advance. The fee may be negotiable.
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