Advisor at Cyr Financial Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Cyr Financial Inc.
Location
Hennepin, IL 61327
Credentials
Series 65
Industry experience
4 years
Fixed fees for financial planning engagements up to $5,000 and estate planning engagements up to $10,000 (examples: Trust Package $3,000; Will Package $1,500; Joint POA $300; Single POA $150)
$0 - $500,000: 1.10% annually $500,000 - $1,000,000: 1.00% annually $1,000,000 - $2,500,000: 0.90% annually $2,500,000 - $5,000,000: 0.80% annually $5,000,000 - $7,500,000: 0.55% annually $7,500,000+: 0.40% annually
Up to $500 per hour for financial planning and estate planning services
Account minimum: $500,000 Fee-only: Investment management fees based on tiered schedule; Financial planning fees up to $500/hour or fixed fees up to $5,000; Estate planning fees up to $500/hour or fixed fees up to $10,000
Cyr Financial Inc.
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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