FREQUENTLY ASKED QUESTIONS
We have no minimum portfolio size for financial planning services. Financial planning services may be charged on a per-project basis, or monthly retainer. Such services may include reviewing and selecting investments in your employer’s 401k plan, insurance review, estate planning (wills and trusts), asset protection (maximizing use of creditor exemptions), etc. For Investment Management services, however, there is a $500 per quarter minimum fee per relationship. As such, $200,000 is the minimum client relationship to achieve the $500 fee at 1% per annum. However, the fees set forth above are negotiable, and Cela Advisors, in its sole discretion, may reduce its minimal annual fees or charge a lesser annual fee based upon consideration of various factors such as, account composition, anticipated future additional assets to be managed, etc.
Investment Strategy for Managed Accounts