CWM Financial Group provides wealth management services, combining personalized financial planning with discretionary investment management. CWM Financial Group works with clients to identify their financial goals, risk tolerance, and time horizon to build customized portfolios primarily using mutual funds and exchange-traded funds. CWM Financial Group also utilizes sub-advisors for certain investment models and back-office support. In addition to investment management, CWM Financial Group offers financial planning services covering retirement, personal savings, education, and investment strategy. CWM Financial Group operates as a registered investment advisor legally required to act in your best interest, serving individuals, high-net-worth individuals, trusts, and estates.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.85% |
| $500K - $2.0M | 0.55% |
| $2.0M - $5.0M | 0.40% |
| $5M+ | 0.30% |
Fees may be negotiable at the sole discretion of the advisor. Aggregate assets under management are taken into consideration.