CWM Wealth Management offers investment advice and manages investment portfolios for individuals, families, and small businesses. They create customized portfolios based on your financial situation, goals, and risk tolerance. You can choose whether CWM Wealth Management makes investment decisions for you or if you prefer to make your own trades based on their recommendations. Investment recommendations may include stocks, bonds, mutual funds, exchange traded funds, options on stocks, and real estate investment trusts.
Assets Under Management$920K
Clients5
Advisors1
Avg. per Client$180K
Avg. per Advisor$920K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are generally not negotiable, though CWM Wealth Management reserves the right to negotiate fees for unusually large accounts, for closely related persons, or for certain non-profit organizations.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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