Assets Under Management
$87.0M
Number of Clients
57
Number of Advisors
1
Average Client AUM
$1.5M
AUM per Advisor
$87.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
CWM Financial Group offers investment advisory services to individuals, high net worth individuals, trusts, and estates. Services include wealth management, investment management, and financial planning. They utilize Congress Wealth Advisor Solutions for sub-advisory and back-office services. CWM constructs portfolios using diversified mutual funds and ETFs.
| Assets Under Management | 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.
1 Research Court, Suite 450, Rockville, MD, 20850