Cromwell Investment Advisory (CIA) provides ongoing portfolio management based on individual client goals and risk tolerance. CIA creates an Investment Policy Statement for each client to guide portfolio selection. CIA also offers financial planning services covering investment planning, insurance, tax concerns, retirement, college, and debt/credit planning.
Assets Under Management$3.5M
Clients46
Advisors1
Avg. per Client$76K
Avg. per Advisor$3.5M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.30% |
| $50K - $100K | 2.20% |
| $100K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable depending on client needs and complexity.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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