CWM, LLC manages investment portfolios and provides personalized financial planning and retirement plan consulting for individuals, high-net-worth families, businesses, and institutions. Operating through a network of partner offices and investment advisor representatives, CWM offers customized investment management using model portfolios, separately managed accounts, and third-party strategists, often through wrap fee programs. Services include traditional financial planning, focused wealth planning, true wealth financial plans, variable annuity sub-account management, and retirement plan solutions. CWM emphasizes personalized strategies aligned with clients' goals, risk tolerance, and time horizons, while also offering access to alternative investments, custom indexing, and cash management services through affiliated and third-party platforms.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual investment advisory fee ranges up to a maximum of 2.50% of assets held in the account. Fees are negotiable based on account size, complexity, and other factors.
