Center for Wealth Management (CWM) provides financial planning, hourly consulting, and investment management services. Financial planning covers areas like tax, investment, retirement, and estate planning. Investment management includes both wrap and non-wrap accounts, with discretionary or non-discretionary options. CWM also offers pension consulting services to employee benefit plans.
Fee Structure
CWM offers investment management through Custom Investment Management I (CIM I) and Custom Investment Management II (CIM II). The maximum annual management fee for both programs is 2.5%. Fees are negotiable and based on the complexity of your financial situation, the services provided, and the value of the assets in your account. Fees are paid quarterly in advance, automatically deducted from your account.