Commonwealth Investment Management (CIM) offers investment management services to various clients, including pension plans, trusts, and insurance funds. CIM provides both discretionary and non-discretionary investment management, tailoring strategies to client-specific policies. CIM invests in stocks, bonds, exchange-traded funds (ETFs), and mutual funds. CIM acts as a fiduciary, committed to acting in the best interest of its clients.
Assets Under Management$1.2B
Clients61
AdvisorsN/A
Avg. per Client$19M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.40% |
| $15M+ | 0.25% |
The fee schedule is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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