CIBC Private Wealth Advisors offers personalized investment advisory and wealth management services. CIBC Private Wealth Advisors builds custom portfolios tailored to each client's specific goals, utilizing internal strategies, external managers, or a combination of both. Services include asset allocation planning, portfolio management, options strategies, and wealth advisory services such as financial, estate, and philanthropic planning. Additionally, CIBC Private Wealth Advisors offers family office services for qualified families and consulting for employer-sponsored retirement plans. Investment decisions are made on a discretionary or non-discretionary basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Standard fee schedule for Equity and Balanced Portfolios. Other portfolio types (Fixed Income, Cash, Wealth Management) have separate schedules. Minimum annual fee is $10,000. Fees are negotiable.