C2C Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
C2C Private Wealth provides personalized financial planning and discretionary portfolio management to individuals, families, small business owners, trusts, estates, charitable organizations, and retirement plans, and offers Family Office services for households with at least $25 million of investable assets. Beyond standard planning areas (retirement, tax, estate, insurance, education), the firm also advises on alternative real estate investments and private placements and delivers pension consulting services for 401(k), profit-sharing, and other employee benefit plans.
The firm begins new relationships with one-on-one financial planning meetings followed by a tailored portfolio allocation and ongoing active management, using both fundamental and technical analysis and periodic rebalancing. C2C structures certain engagements on fixed or flat-fee bases for planning, alternative investment consulting, and Family Office services while employing asset‑based fees for discretionary portfolio management and emphasizes coordination with clients’ tax and legal advisors.
Notable distinctions include a formal pension consulting practice that can provide ERISA-focused services (including Section 3(38) discretionary fiduciary work) and an alternative real estate offering that evaluates investments principally for tax benefits, coordinates sponsor diligence, and manages member-level administration and integrated reporting. The firm highlights consolidated reporting and enhanced due diligence for private and illiquid investments, and it discloses that it does not act as a private fund adviser.
Client services
Expertise
Occupation focus
Fee options
Family Office services charge negotiable fixed annual fees up to $100,000.
Up to 1.50% annually for portfolio management (maximum annual fee)
Certain associated persons earn commissions from insurance sales separate from advisory fees.
Account minimum: $1,000,000 Minimum fee: Financial planning fees range between $500 and $10,000, charged in advance, negotiable Fee-only: Financial planning fees separate from portfolio management, ranging $500-$10,000.
Main office
2125 Biscayne Blvd. Ste 204 #27189
Miami FL 33137
Advisors at this office
1
Most active in
Arkansas · California · Florida · New Jersey · Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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