Clay Northam Wealth Management (CNWM) offers investment management services, including designing, implementing, and monitoring client accounts. CNWM primarily uses mutual funds, exchange-traded funds (ETFs), and individual equity and fixed income securities. CNWM also offers complimentary financial planning services as part of their investment management services or for a separate fee to non-investment management clients. CNWM tailors investment strategies to each client’s specific needs.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The standard fee rate may be negotiable based on a number of factors, which include but are not limited to “grandfathered” accounts, related accounts, and other structures that CNWM may consider in special situations. Some accounts are billed under different fee schedules honoring prior agreements. CNWM also manages accounts for some family members and friends without charge.