Commonwealth Asset Management Group offers customized investment solutions through personal contact and discretionary investment management. They work with clients to identify goals, risk tolerance, and financial situations to create a portfolio strategy using various securities. Commonwealth also provides financial planning services, including investment, retirement, and education savings planning. Clients are not obligated to implement recommendations or maintain an ongoing relationship.
Assets Under Management$18M
Clients75
Advisors1
Avg. per Client$240K
Avg. per Advisor$18M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1000K | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M+ | 0.75% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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