Circle's fees are based on overall assets under management, typically ranging from 0.24% to 0.85% annually. Fees are prorated and invoiced quarterly in advance. When services beyond investment management are needed, such as consulting or family office services, a flat annual fee is determined based on complexity and client requirements. All fees are mutually agreed upon and can vary based on specific circumstances.
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Learn about disclosures →Since 2006, Maria has been the Vice Chair of Circle Financial Group, a membership organization for women investors. Maria dedicates a few hours per week to this activity.