"A GOAL WITHOUT A PLAN IS JUST A WISH."

Proper financial planning addresses many different issues including investment management, retirement planning, tax planning, insurance, education funding, debt management, estate planning, charitable giving, along with others. Unfortunately many financial advisors fail to address many of these issues. According to a J.D. Power study, just 14% of investors receive comprehensive advice. At Circle City Wealth Management, comprehensive advice is included in all services provided to our clients.

Investment Advisory Services

Circle City Wealth Management provides investment advisory services for individuals during various stages of life. Whether you are interested in accumulating investment assets, generating income from a portfolio, preserving investment assets, or passing wealth to future generations, we can be of assistance by designing, implementing, and monitoring portfolios based on your specific financial goals.

Investment advisory services include but not limited to 401(k) rollovers, pensions, IRAs, trust accounts, inherited assets, and individually or jointly held assets. Portfolios are individually constructed and based on the specific financial goals of each client while utilizing commission-free investment products.

Fees for investment advisory services are based on the size of the portfolio being managed and are as follows:

Up to $500,000..........................1.00% annually*
$500,001 to $1,000,000.........0.75% annually
$1,000,001 to $2,000,000.....0.50% annually
$2,000,001 or more..................0.25% annually

*Minimum annual fee is $2,500

Financial Planning Services

Circle City Wealth Management provides financial planning services to individuals based on their unique financial goals. Each financial plan provided by our firm is customized based on the specific needs of the client. Updates to each plan are performed on an as needed based as determined by the client. This service is ideal for individuals who do not have ongoing portfolio management needs, those without a comprehensive financial plan, or those seeking an objective review of their existing financial plan. We also provide assistance with special projects as needed.

Fees for financial planning services are based on the estimated amount of time needed to complete the project. Fees range from $500 to $5,000 for this service.