Cirrus Capital, LLC offers ongoing portfolio management based on client objectives and risk tolerance, using model portfolios that are regularly monitored and rebalanced. Cirrus Capital also provides sub-advisory services to other investment advisors and retirement plan consulting services. When appropriate, Cirrus Capital may recommend a third-party advisor and share in their management fee.
Assets Under Management$120M
Clients269
Advisors5
Avg. per Client$460K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee may be negotiable. Also manages participant accounts at 2.00% annually, which may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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