Comprehensive Money Management Services (CMMS) offers financial planning and investment management. CMMS provides advice on financial objectives, cash flow, tax planning, insurance, education funding, retirement, and estate planning. CMMS is a fee-only firm and doesn't sell commissioned products. Investment advice includes creating an Investment Policy Statement with asset allocation, risk analysis, and investment strategy. CMMS typically recommends using Charles Schwab for brokerage services.
Assets Under Management$200M
Clients105
Advisors2
Avg. per Client$1.9M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $7.5M | 0.65% |
| $7.5M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.35% |
| $20M+ | 0.20% |
Subject to a minimum quarterly fee of $1,500 which equates to $6,000 annually. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...