Cito Capital Advisors LLC

Assets Under Management

N/A

Number of Clients

Not reported

Number of Advisors

1

Average Client AUM

N/A

AUM per Advisor

N/A

Compensation

Fixed/Hourly

About This Firm

Cito Capital Advisors, LLC provides personalized financial planning and refers clients to Third Party Money Managers (TPMs). Services include financial objective determination, problem identification, cash flow management, tax, insurance, investment, education, retirement, and estate planning. They receive referral fees from TPMs.

Fee Structure

Financial Plan Fee:$500 - $5,000
Hourly Rate:$250/hr

Financial planning fees range from $500 to $5,000, depending on complexity and scope. Modular financial planning/general consulting is available at $250 per hour, also negotiable. Fees are 50% upfront, with the balance due upon completion. The firm receives referral fees from TPMs, but clients will not pay additional advisory fees to the TPM for these services.

Areas of Practice
Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance Planning
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Location

354 State Street, Suite 204, Hackensack, NJ, 07601

1 Advisors at this firm