Concentrum Wealth Management provides investment advisory services to individuals, families, pension plans, trusts, and businesses. CWM offers wrap asset management through wrapped accounts, financial planning and consulting, and investment advisory services for retirement plans. CWM may use a third-party platform to manage held away assets. Clients are responsible for placing their own trades for held away accounts.
Assets Under Management$810M
Clients380
Advisors5
Avg. per Client$2.1M
Avg. per Advisor$160M
Fee Structure
Investment management only (planning not offered)
- Financial planning and consulting services are offered on an hourly or flat fee basis.
- Hourly fees: $350/hour for financial advisors, $150/hour for para-planners, and $75/hour for administrative time.
- Flat fees: generally range from $2,000 to $30,000.
One-Time Plan:$2,000 - $30,000
Hourly Rate:$75 - $350/hr
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