CN Wealth Management provides investment management services to individuals and high net worth individuals. CN Wealth Management offers discretionary investment management services, including portfolio construction and monitoring, personalized asset allocation advice regarding investment selection, and active trading strategies to meet each client's investment goals and objectives. CN Wealth Management's advice and services are based on the individual needs of a client after analyzing and thoroughly evaluating the client's goals, objectives, investment horizon, and risk tolerance.
Assets Under Management$49M
Clients18
Advisors1
Avg. per Client$2.7M
Avg. per Advisor$49M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $1.5M | 1.50% |
| $1.5M - $2.0M | 1.20% |
| $2.0M - $2.5M | 1.00% |
| $2.5M+ | 1.00% |
Fees negotiable for accounts greater than $2,500,000
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...