CMH Wealth Management, LLC is a registered investment advisor founded in 2009 with offices in Portsmouth, New Hampshire. The firm provides discretionary investment management services to individuals, high net worth individuals, trusts, estates, charitable organizations, foundations, and businesses. When managing portfolios, CMH allocates assets among mutual funds, exchange-traded funds, individual stocks, and bonds tailored to each client's specific objectives, risk tolerance, and time horizon. Wealth management services also include advice and guidance across financial, retirement, estate, tax, insurance, and charitable planning areas, though CMH does not prepare tax returns or legal documents. The firm operates as a fiduciary, meaning it is legally required to act in your best interest and put your interests ahead of its own.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $6.0M | 0.70% |
| $6.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable depending on unique situations such as aggregate related party portfolio size, family holdings, low-cost basis securities, or pre-existing relationships. Subject to an $8,000 minimum annual fee.