Connolly Wealth Management (CWM) offers investment advice to individuals and retirement plans. CWM provides ongoing portfolio management, determining investment goals, risk tolerance, and objectives. CWM may recommend clients utilize third-party managers (TPMs) to manage a portion or their entire portfolio. CWM also provides services to qualified retirement plans, acting as a limited scope ERISA 3(21) fiduciary. CWM holds seminars and workshops to educate the public on investments.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.60% |
Fees for accounts held at American Funds Service Company (AFS). CWM may at times use the services of TPMs and receive a portion of the fee for referring clients. The Client will not pay additional advisory fees to the TPM for these services. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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