Most investment managers charge fees solely based on the value of your portfolio, often starting at 1% or more. While this model may work for some, high-quality investment management is now widely available at lower costs.

At Circadia, we focus on what truly adds value: personalized, holistic financial advice and proactive planning strategies. Our fee structure reflects this belief. This approach ensures you pay for the services that matter most—without the overreach of traditional AUM-only pricing.