Commoncents Wealth Advisors offers personalized financial planning and investment management. Services include financial goal determination, problem identification, cash flow management, tax planning, insurance review, education funding, retirement planning, and legacy planning. Commoncents Wealth Advisors may use Orion Portfolio Solutions to manage client assets. The firm's managing member is a licensed insurance agent, registered representative, and tax preparer.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K+ | 1.00% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. When utilizing the OPS Platform, the total fees for the OPS Program are in addition to the fees charged by CWA. The fees are charged monthly in arrears and are based on the average daily account balance for the period for the prior month. Fees for OPS services include Administration Fees (reporting and accounting services – ranging from 0.15% - 0.45%), Account Maintenance Fees ($25 or $50 per account annually), and Strategist Fees (range from 0.0% to 0.10%).