Retirement & Wealth Convergence | PLANADVISER
Mar 1, 2024 · Retirement plan litigation is getting no rest in 2024, with lawsuits focused on new areas of retirement plan design and legal developments including a Supreme Court ruling that …
FAQs about Retirement & Wealth Convergence | PLANADVISER Coupon?
What services does circle wealth offer?
Circle Wealth provides highly customized financial planning and investment management services to its clients, on both a discretionary and non-discretionary basis. These services include estate planning, tax planning, insurance planning, retirement planning and more. ...
Who owns circle wealth management?
Managing partner Maria L. Kattan-Chrin founded Circle Wealth Management in 2006, though the firm didn't register with the SEC until 2007. Kattan-Chrin is also the principal owner of the firm and she has decades of experience within the private wealth management and financial services industries. ...
Is circle wealth a fee-only financial advisor firm?
Circle Wealth is a fee-only financial advisor firm, meaning it only receives income from client fees. This avoids the conflicts of interest found at a fee-based firm, which can receive commissions for insurance or securities transactions. There is a $30 million account minimum. ...
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