CL Wealth Management LLC is an independent investment advisory firm based in Schaumburg, Illinois, offering discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm tailors its strategies to meet individual client investment objectives, risk tolerances, and time horizons through fundamental and technical analysis, as well as model portfolios and third-party manager programs. In addition to investment management, the firm provides personal financial planning covering education funding, asset allocation, cash flow, retirement, estate, and insurance planning. CL Wealth Management is affiliated with Cabot Lodge Securities LLC, a broker-dealer, which allows associated representatives to offer commission-based products and insurance solutions. The firm manages assets for a diverse client base, including individuals, trusts, estates, and retirement plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.25% |
| $100K - $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.25% |
Fees are negotiable for accounts over $2,000,000.