CMH Wealth Management offers investment management services, allocating assets among mutual funds, exchange traded funds, and individual securities based on your investment objectives. CMH also provides wealth management services, including advice and guidance in financial, retirement, estate, tax, and insurance planning. CMH tailors its services to individual needs and accepts reasonable limitations on accounts.
Assets Under Management$810M
Clients326
Advisors7
Avg. per Client$2.5M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$8,000
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% |
Accounts are subject to a minimum annual investment management fee of $8,000. Fees, account minimums and payment terms are negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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