Craig Menninga is a registered investment advisor at Cwm Wealth Management, LLC, based in Lowell, IN, with 13 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5 clients with $920K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are generally not negotiable, though CWM Wealth Management reserves the right to negotiate fees for unusually large accounts, for closely related persons, or for certain non-profit organizations.
Fee Estimator
Location
Lowell, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Craig is the Director of Diagnostic Imaging at Franciscan Health in Michigan City since 2013. This takes nearly full-time, with approximately 140 hours per month occurring during security trading hours.
Employment History
Current Registrations
Cwm Wealth Management, LLC
Previous Registrations
Cwm Wealth Management, LLC
Cwm Wealth Management, LLC
Cwm Wealth Management, LLC
State Registrations1 state
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