Consulting and Evaluation Services Program.It doesn’t necessarily require a set minimum for its financial planning services, though it does note that most of its financial planning clients have at least $200,000 in net worth.įor investment advisory services, the firm’s account minimums vary by individual investment program: It offers its investment programs to corporations, foundations, charitable organizations, other business and governmental entities.Ĭiti’s account minimums vary by service type. Since the firm is part of a large international financial service company, it will suit clients who want the resources that these types of companies typically have more widespread access to.Īdditionally, Citi works with a wide range of institutional clients. Financial planning services are exclusively offered to clients who already are clients of Citigroup Global Markets. Citi works in many areas of financial services, including investment banking.Ĭiti Personal Wealth Management Client Types and Minimum Account SizesĬiti Personal Wealth Management offers financial advisory services to a wide variety of clients, including individuals and multi-family offices.
Citi was originally founded in 1812, but Citi Personal Wealth Management has only been around since 1964.Ĭiti is ranked 33rd on the 2021 Fortune 500, and it has more than hundreds of thousands of employees worldwide. Citi Personal Wealth Management BackgroundĬiti Personal Wealth Management is a subsidiary of Citibank. It also serves institutional investors, including pension and profit-sharing plans, charitable organizations, government entities, settlement trust accounts and corporations. Most of the firm’s clients are non-high-net-worth individuals, but it also works extensively with high-net-worth individuals. The firm is based in New York and has an extensive network of financial planning professionals, including thousands of financial advisors.Ĭlients of Citi Personal Wealth Management are often clients of Citigroup Global Markets Inc., a broker-dealer. It is a subsidiary of Citigroup Global Markets Inc., which is itself a subsidiary of Citigroup Inc., a publicly held company. Citi Personal Wealth Management is the financial advisory arm of Citi (a SmartAsset advertising partner), a global financial services company and bank.