Certified Wealth Management & Investment (CWMI) provides ongoing investment management services tailored to each client's goals, objectives, time horizon, and risk tolerance. CWMI creates an Investment Policy Statement for each client, outlining their current situation and constructing a plan to select a suitable portfolio. CWMI also offers financial planning services, ranging from broad financial planning to single-subject planning. CWMI may also provide advice on various types of investments based on your stated goals and objectives.
Fee Structure
CWMI's annual fee for managing your investments varies between 3.11% and 3.51% depending on the value of your investments, the type and complexity of services provided, and the level of administration requested. Fees are billed and payable quarterly based on the balance at the end of the billing period. In certain circumstances, CWMI will charge a flat retainer fee instead of the percentage-based fee. The minimum quarterly retainer fee is $20,511 and is based on the complexity of the client's needs.