Pricing

Your wealth didn't build itself. Neither should its protection. Citadel Capital Guard offers three straightforward plans—no hidden fees, no corporate fluff. Pick what fits your situation. Adjust later if things change. That's it.

Foundation

$249/month

For people just starting to think seriously about protection. Basic coverage, essential strategies, and direct access to planning.

✓ Annual wealth assessment review
✓ Basic insurance portfolio setup
✓ Emergency liquidity planning
✓ Email support (24-hour response)
✓ Standard document preparation

Start Foundation

Citadel

$749/month

Our most chosen plan. Built for people with real assets who want real answers. Ongoing monitoring. Active strategy adjustments.

✓ Quarterly wealth reviews (not annual)
✓ Multi-layer insurance architecture
✓ Tax-efficient protection strategies
✓ Direct phone access to your planner
✓ Estate structure optimization
✓ Beneficiary coordination planning
✓ Annual strategy adjustment meeting

Choose Citadel

Fortress

Custom

For complex situations. Multiple income streams. International assets. Trusts. Entities. You need someone who gets complicated.

✓ Monthly strategy sessions included
✓ Unlimited plan adjustments
✓ Corporate structure integration
✓ Multi-jurisdiction coordination
✓ Dedicated relationship manager
✓ Bespoke insurance architecture
✓ 24/7 priority support access

Request Fortress Quote

Pricing FAQ

Can I switch plans mid-year?

Yes. No penalties. No drama. Your situation changes, so your plan should too. Let us know and we'll adjust your next billing cycle.

What's actually included in these prices?

Everything listed. No surprise add-ons later. No hourly billing. No "that'll be extra." The price you see covers what we've outlined. Period.

Do I need Fortress or will Citadel work?

Honest answer? Most people do fine with Citadel. Fortress makes sense if you've got multiple businesses, significant real estate, or assets scattered across countries. Schedule a 15-minute call and we'll tell you straight up.

What if I just need one-time advice?

We don't do that model. Insurance planning isn't a one-off thing. Markets shift. Laws change. Your life evolves. You need someone watching your back continuously, not just once.

Need a Custom Solution?

Contact Sales