C2 Private Wealth
Assets Under Management
$1.2B
Number of Clients
1,068
Number of Advisors
11
Average Client AUM
$1.1M
AUM per Advisor
$107.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
C2 Private Wealth provides investment supervisory services, financial planning, and investment advice. They offer discretionary asset management services and qualified plan consulting. Financial planning and consulting are available for clients not using discretionary management services.
Fee Structure
Fees are based on a percentage of assets under management, not to exceed 1.00% annually. Fees are negotiable, and accounts within the same household may be combined for a reduced fee. Fees are billed quarterly in advance. Financial planning services are offered based on a negotiable fixed fee between $5,000 and $10,000 or an hourly fee of $400 per hour. Succession Planning Academy plans range from $1500 to $2000/year.
Areas of Practice
Location
29409 Haggerty Road, Suite 200, Novi, MI, 48377