| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.50% |
Fees charged for investment management services are negotiable.
For investment management, you'll pay an annual fee based on the assets managed by Cela Wealth Management. The fee is 1.00% for the first $2,000,000, 0.80% for assets between $2,000,001 and $5,000,000, and 0.50% for assets over $5,000,000. Fees are billed quarterly in arrears. For clients who request advice on assets not managed by Cela Wealth Management, a fixed annual fee is negotiated. One-time and ongoing financial planning services are offered under a fixed fee arrangement, with fees generally ranging from $2,500 to $12,000.
8950 SW 74th Court, Suite 2213, Miami, FL, 33156
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