Cottonwood Asset Management offers asset management and financial planning services. For asset management, Cottonwood creates tailored portfolios using stocks, bonds, ETFs, and other securities, continuously monitoring and rebalancing them. They also refer clients to third-party money managers. Financial planning covers investment, retirement, estate, tax, and other areas. Cottonwood aims to understand client goals and risk tolerance to build strong working relationships.
Fee Structure
Cottonwood Asset Management charges a maximum of 2.00% annually for managing your investments. This fee is calculated based on the value of your account each quarter and is typically deducted directly from your account. The exact fee will be outlined in your advisory agreement. Cottonwood also uses third-party investment advisors, compensating them from the overall fee.