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  Citigold Wealth Management
Citigold Wealth Management
in Wealth Management from Citi®
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Citigold Wealth Management

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in Wealth Management from Citi®
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Highlights
Minimum Initial Investment $200,000
U.S. AUM (billions) $200
Median Account N/A
Wealth Managers N/A

Citigold Wealth Management Review

Citigold Wealth Management is offered by Citi®, a bank founded in 1812 and based in New York, NY. Citigold Wealth Management is available in 50 states (and Washington, DC).

Citigold Wealth Management Pros & Cons

Pros Cons
  • Offers tax planning services.
  • Provides personalized investment advice.
  • Includes estate planning.
  • Help with acquisitions and dispositions.
  • Wide selection of wealth management services offered.
  • Broad selection of investment vehicles.
  • Competitive investment expense ratios.
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  • Competitive investment expense ratios.
  • No minimum amount to open an account.

Citigold Wealth Management FAQ

What wealth management fees does Citigold Wealth Management charge?

What are the investment expense ratios of Citigold Wealth Management?

Hiring an wealth management firm with competitive investment fees is one of the most important steps to maximizing your portfolio's performance. Investment expense ratios can vary drastically depending on the types of accounts and assets involved.

Citigold Wealth Management does not charge fees based on an investment expense ratio.

What are the annual management fees of Citigold Wealth Management?

The management fees will depend on the funds included in your portfolio. Citigold Wealth Management does not provide a specific range but in the case of funds that charge a management fee, clients pay for indirect Fund investment advisory fees to the investment adviser of each Fund and direct Program Advisory Fees to Citigold Wealth Management.

Citigold Wealth Management Fees
Description
Fee Model

What wealth management services does Citigold Wealth Management offer?

Wealth management companies typically offer a wide selection of services. Citi® provides the following:

Wealth Management Services Offered
Supported Options Unsupported Options
  • Tax Planning
  • Strategic Research
  • Acquisitions and dispositions
  • Cash management
  • Financial reporting
  • Due diligence
  • Estate Planning
  • Investment Advice
  • Accounting

What investment vehicles does Citigold Wealth Management offer?

A well-balanced portfolio should include a mix of investments, such as stocks, bonds, real estate, and other investment vehicles. It should also contain assets with varying levels and types of risk to help minimize the overall impact if one of the portfolio's assets loses its value.

Citi® offers the following types of investment portfolios and account types.

Investment Vehicles
Supported Options Unsupported Options
  • Commingled funds
  • Separate accounts
  • Global indirect investments
  • Strategic partnerships
  • Real estate securities
  • Real estate debt
  • Co-investment programs

These are the investment options Citi® offers its clients.

Investment Choices
Supported Options Unsupported Options
  • Stocks
  • Options
  • Mutual Funds
  • FOREX
  • Futures
  • Bonds
  • Pink Sheets / OTCBB
  • Real Estate
  • Startups
  • Marketplace Loans
  • International Stocks
  • Cryptocurrencies
  • ETFs
  • Treasury Bills

What is the minimum amount you have to invest to open an account with Citigold Wealth Management?

The minimum amount to open an account with Citigold Wealth Management is $200,000.
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Contact

Hours of Operation

  • Sunday Closed
  • Monday 9:00am - 5:00pm
  • Tuesday 9:00am - 5:00pm
  • Wednesday 9:00am - 5:00pm
  • Thursday 9:00am - 5:00pm
  • Friday 9:00am - 6:00pm
  • Saturday 10:00am - 3:00pm

Other Services by Citi®

Citi ThankYou Preferred Card

L.L.Bean Mastercard Credit Card

Citi Simplicity® Credit Card

Citi® Diamond Preferred Card

Citi Prestige Card

Citi® Double Cash Card

Citi® / AAdvantage® Platinum Select® World Elite Mastercard® Credit Card

Citi Hilton HHonors Reserve Card

Citi® / AAdvantage® Executive World Elite Mastercard®

Expedia® Rewards Card from Citi

Costco Anywhere Visa Card by Citi

Goodyear Credit Card

My Best Buy® Visa®

Big O Tires® and Service Credit Card

Bjorn's Credit Card

Bloomingdale's American Express® Card

Brand Source Credit Card

Brooks Brothers Platinum Mastercard®

Toro-Exmark Credit Card

Exxon Mobil Smart Card+

Citi® Secured Mastercard® Credit Card

Citi Premier® Credit Card

Home Depot Credit Card

American Airlines AAdvantage® MileUp Mastercard®

Macy's Credit Card

Office Depot Personal Credit Account

Jewelers Reserve Credit Card

Quick Lane Credit Card

Shell Fuel Rewards® Card

Shell | Fuel Rewards® Mastercard®

Sears Card®

Sears Shop Your Way Mastercard®

Staples® Personal More Account

Tractor Supply Company Credit Card

Macy's American Express® Card

NTB Credit Card

ExxonMobil Business Card

Honda Powersports Credit Card

Volkswagen Service Credit Card

Ford Service Credit Card

Lincoln Owner Credit Card

Citi Rewards+® Credit Card

AT&T Access Card from Citi

Citi Rewards+ Student Card

Citi Dividend Card for College Students

Citi Forward Visa Card

Citi ThankYou Preferred Card for College Students

Expedia® Rewards Voyager Credit Card

Wawa® Credit Card

Citi Custom Cash Card

Availability

  Available in 50 states and Washington, D.C.
  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • Washington, DC
  • West Virginia
  • Wisconsin
  • Wyoming

Feature Breakdown

Minimum Initial Investment $200,000
Investment Choices
  • Stocks
  • Options
  • Mutual Funds
  • FOREX
  • Futures
  • Bonds
  • Pink Sheets / OTCBB
  • Real Estate
  • Startups
  • Marketplace Loans
  • International Stocks
  • Cryptocurrencies
  • ETFs
  • Treasury Bills
Investment Vehicles
  • Commingled funds
  • Separate accounts
  • Global indirect investments
  • Strategic partnerships
Wealth Management Expertise
  • Investing Advice
  • Tax Planning
  • Real Estate Investing
Wealth Management Services Offered
  • Tax Planning
  • Strategic Research
  • Acquisitions and dispositions
  • Cash management
  • Financial reporting
  • Due diligence
  • Estate Planning
  • Investment Advice

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