Last Updated: 04/18/2025
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Highlights
Minimum Initial Investment
$200,000
Annual Advisory Fee
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).
Key Takeaways
Citigold Wealth Management Pros & Cons
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Citigold Wealth Management FAQ
What wealth management fees does Citigold Wealth Management charge?
Citigold Wealth Management uses .
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.| Description | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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What wealth management services does Citigold Wealth Management offer?
Wealth management companies typically offer a wide selection of services. Citi® provides the following:
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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.
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These are the investment options Citi® offers its clients.
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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.SuperMoney Disclosure: SuperMoney.com is an independent, advertising-supported service. The owner of this website may be compensated in exchange for featured placement of certain sponsored products and services, or your clicking on links posted on this website. Read more...
Editorial Disclaimer: Editorial and user-generated content on this page is not provided or commissioned by the issuer. Opinions expressed here are the author's alone and have not been approved or otherwise endorsed by any financial institution, including those that are advertising partners.
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