At Circle Wealth Advisors, we are product agnostic and ‘customer-driven’. Which is why, when you opt to have your personal CFO, you are also opting for a long-term partnership to help you stay in line with your financial goals. As your fiduciaries, we have an obligation to act in your best interests. Hence, we work on fees only basis. 

The Fee-Only approach allows us not to get driven by commissions, targets or other selling philosophies – which are industry norms. Instead, it incentivises us to handle your wealth from a purely advisory standpoint and in your best interest. It also helps us to give unbiased product recommendations to you, which will always be in line with achieving your objectives. This enables us to be truly walking alongside you, hand-in-hand. 

We charge you a fee for all our services and this will purely depend on the quantum of wealth advised by us. The below table will help you understand our fee structure.