MK

Maria Lourdes Kattan-Chrin

18 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
8 advisors
Number of Clients
349 clients
Average Client Portfolio
$35.8M average
Assets Under Management
$12.5B

Fee Structure

Minimum Investment:$50M
Financial Planning:Included in AUM fee

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.

Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningTax PlanningHigh Net Worth
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Advisor Information

Office location

47 Maple Street, Suite 201, Summit, NJ, 07901

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

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.

Employment History
Current Registrations
Circle Wealth Management, LLC
May 2007 - Present · 18 yrs 8 mos
State Registrations3 states
NJNYTX
Advisor
Exams
No exam information available for this advisor.