We work with individuals, families, and business owners who want clear, expert guidance they can actually trust and understand. Most people would prefer to spend more free time doing the things they love, and working with a trusted professional to manage their financial complexities.
Cecil Wealth uses a simple fee structure that is a percentage of assets under management. During your Planning Assessment a thorough review of fees will be reviewed and stated.
Our relationship will be built on regular communication and open dialogue. You can expect timely responsiveness from Andrew. You will not be handed off to a junior associate. Each client receives concierge level service which is why it is imperative for us to be a good fit from the start.
Cecil Wealth works with Altruist Financial as third party account holder and custodian. In addition to providing the highest industry standards, Altruist offers best in market technology for streamlined service.
Learn more about how Altruist is changing financial advice here: https://altruist.com
