Circle Wealth Management, LLC
Assets Under Management
$12.5B
Number of Clients
349
Number of Advisors
8
Average Client AUM
$35.8M
AUM per Advisor
$1.6B
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Circle Wealth Management offers customized wealth advisory, investment management, and family office services to high-net-worth individuals, multi-generational families, trusts, foundations, and endowments. They provide a collaborative and comprehensive approach to planning, investment management, and financial education, including access to their Thought Leadership Series and Circle Women’s Forum.
Fee Structure
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
Location
47 Maple Street, Suite 201, Summit, NJ, 07901