Curry Webb Wealth Management (CWWM) offers financial planning and investment management services tailored to individual client needs. CWWM gathers data on clients' financial situations, including income, expenses, liabilities, and assets, to create a financial plan. CWWM also provides investment advice, recommending portfolios of mutual funds and exchange-traded funds (ETFs) based on a diversified investment strategy. CWWM monitors investments and rebalances portfolios based on growth and economic conditions.
Assets Under Management$290M
Clients210
Advisors5
Avg. per Client$1.4M
Avg. per Advisor$58M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable to a lesser amount for large accounts. There is a $4,000 minimum annual fee for financial planning and investment advisory services.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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