Mariluz Nunez is a registered investment advisor at Cwm Partners, LLC, based in New York, NY, with 11 years of industry experience. Mariluz operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 13 clients with $56M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
Fees are generally negotiable.
Fee Estimator
Location
New York, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Cwm Partners, LLC
Previous Registrations
Manchester Capital Management LLC
State Registrations1 state
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