C.M. Bidwell & Associates (CMBA) manages client portfolios on a discretionary basis, focusing on institutional and private wealth management. For individuals, CMBA reviews their financial situation, goals, and risk tolerance to determine appropriate asset allocation and investments, including individual stocks, mutual funds, and exchange-traded funds. CMBA also provides trading signals for a subscription fee, allowing subscribers to follow or ignore the recommendations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.75% |
These rates are for accounts with actively managed individual stock portfolios. For fixed income and fund accounts: first $5M: 0.500%, next $5M: 0.425%, thereafter: 0.375%. Balanced accounts with over $1 million in fixed income may elect to have the fixed income portion billed under the fixed income schedule. All fees are negotiable.