Common Cents Wealth Management offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client. Common Cents primarily recommends diversified portfolios of ETFs and indexed mutual funds, but may use other securities as well. They do not participate in wrap fee programs.
Assets Under Management$97M
Clients188
Advisors2
Avg. per Client$520K
Avg. per Advisor$49M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $4.0M | 0.50% |
| $4.0M - $6.0M | 0.25% |
| $6M+ | 0.10% |
Advisory fee may be negotiable in certain limited and special circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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