CM Wealth Advisors LLC provides comprehensive wealth management, financial and estate planning, tax planning and compliance, insurance oversight, and investment management services primarily to high-net-worth individuals, families, and foundations. Originally founded as a single-family office, CM Wealth Advisors LLC now operates as a multi-family office acting primarily as a manager of managers, using third-party investment managers and private equity funds to build diversified portfolios. The firm offers four main advisory programs: a comprehensive wealth management program, a non-discretionary wealth management and investment advisory program, a standalone investment advisory program, and business consulting. CM Wealth Advisors LLC also utilizes pooled investment vehicles to give clients access to private equity, venture capital, and alternative investments.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees range from 0.20% to 1.25% per annum depending on the program and account size. Fees are generally negotiable and family accounts may be aggregated.