Common Wealth Management (CWM) provides ongoing investment management based on your individual goals and risk tolerance. CWM creates a plan to help select a portfolio that matches your specific situation. CWM also offers financial planning services. CWM may direct clients to third-party money managers and be compensated via a fee share.
Assets Under Management$9M
Clients33
Advisors2
Avg. per Client$270K
Avg. per Advisor$4.5M
Fee Structure
Minimum Investment:None
Common Wealth Management offers investment management services where you pay a percentage of your assets each year. The exact percentage depends on the complexity and size of your account, ranging from 0.30% to 2.00%. These fees are negotiable.
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