C 3 Financial Strategies
Assets Under Management
$7.7M
Number of Clients
30
Number of Advisors
1
Average Client AUM
$258K
AUM per Advisor
$7.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
C3 Financial Strategies offers financial planning and investment management services, including clarifying client objectives, creating diversified portfolios, and managing investments on a discretionary basis. Financial planning includes examining cash flow, insurance, taxes, investments, retirement, and estate planning needs. The firm primarily recommends institutional-style and no-load mutual funds and other low-cost investment vehicles.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.95% |
| $500K - $750K | 0.90% |
| $750K - $1000K | 0.85% |
| $1.0M - $1.5M | 0.80% |
| $1.5M - $2.0M | 0.70% |
| $2M+ | 0.60% |
Fee Estimator
The firm charges an annual advisory fee based on a percentage of your assets under management. Financial planning is available on a quoted project fee basis, with fees varying depending on the services required and agreed upon in advance. There is no minimum fee for financial planning clients. The minimum account size for the Covered Options Account Portfolio is $25,000.
Areas of Practice
Location
CA, United States