Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
This is a blended or progressive fee schedule.
Fee Estimator
For portfolio management, fees are calculated quarterly based on the market value of managed assets. For example, a household account valued at $6,814,078 would have a blended rate of 0.83% per year. In addition to advisory fees, clients pay transaction fees, mutual fund fees, and potential trade-away fees. New clients are generally required to have a minimum of $500,000 in total household assets managed by CIA. Fees are negotiable in limited instances.
Areas of Practice
Advisor Information
Office location
The Pointe, 2502 N. Rocky Point Drive, Suite 675, Tampa, FL, 33607
Get directionsRegulatory History
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