Pricing | Citrine Capital
Citrine Capital’s comprehensive financial planning and wealth management fees | Citrine Capital is a San Francisco based wealth management company serving families, professionals, and entrepreneurs.
Citrine Capital is a fee-only Registered Investment Advisor (RIA). We do not accept commissions or fees from any investment institutions or insurance companies, and we have no proprietary products. Below is a breakdown of our fee schedule.
We base our fees on Net Worth (the sum of all assets minus liabilities) because there is a direct correlation between Net Worth and financial complexity. As net worth grows our clients are faced with greater risks and responsibilities and are able to access much more complex and sophisticated investment opportunities. This increase in financial complexity results in an expanded need for comprehensive financial planning and wealth management.