C&D Wealth Advisors offers investment management and financial advice, including determining financial objectives, managing cash flow, planning for retirement and education, and estate planning. C&D Wealth Advisors is a fee-only firm, meaning it doesn't sell commissioned products. The firm has the authority to make investment decisions for clients, but clients maintain control of their assets. C&D Wealth Advisors acts in the client's best interest at all times.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable under special circumstances. The fee schedule for all retirement accounts (except Individual Retirement Accounts and Employer Sponsored Plans) is 0.50% annually. Annual Fee For Employer Sponsored Retirement Plans (401k, 403b, 457, etc.): 0.50% up to $3,000,000; and 0.30% over $3,000,000