Cip Capital Management, LLC
Assets Under Management
$2.6M
Number of Clients
8
Number of Advisors
3
Average Client AUM
$330K
AUM per Advisor
$881K
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
CIP Capital Management offers retirement client consulting, investment vehicle selection, and limited financial planning services. They create or review investment lineups, primarily on the AssetMark platform. Financial planning includes profile analysis, risk assessment, and retirement strategy recommendations.
Fee Structure
Fees for 401(k) plan management range from 0.25% to 0.50% of assets under management and are negotiable. Financial planning fees range from $100 to $250 per hour or a flat rate of $1,000 to $5,000, depending on the complexity. As a fee-paying client, you are not obligated to purchase other investment or insurance products from them.
Areas of Practice
Location
799 Cambridge Street, Cambridge, MA, 02141