Cela Wealth Management
Assets Under Management
$49.3M
Number of Clients
79
Number of Advisors
3
Average Client AUM
$624K
AUM per Advisor
$16.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Cela Wealth Management offers personalized financial planning and investment management services. They also provide advice to clients who prefer to manage their own trades. The firm is fee-only and does not receive commissions. Financial planning is included for investment management clients with over $1M in household account values. They also offer financial planning as a separate service.
Fee Structure
AUM-Based Fees (Tiered)
| 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.
Fee Estimator
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.
Areas of Practice
Location
8950 SW 74th Court, Suite 2213, Miami, FL, 33156