CL Wealth Management (CLW) provides investment advice and financial planning to individuals, retirement plans, trusts, estates, charities, corporations, and other businesses. CLW offers both discretionary and non-discretionary portfolio management services, tailoring investment advice to meet client needs. CLW may recommend third-party money managers. CLW also offers financial planning and consulting services on topics like education funding, retirement, and estate planning.
Assets Under Management$630M
Clients2,073
Advisors42
Avg. per Client$300K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
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% |
All fees are negotiated between the advisor and the client. A portion of the annual fee may be paid to the account custodian for billing, reporting and/or other administrative functions.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
42 Advisors at this firm
Page 1 of 3