Cherrydale Wealth Management offers investment advisory and wealth management services to individuals and families. CWM creates customized strategic asset allocation plans based on client goals, risk tolerance, and investment time horizon. CWM primarily uses exchange-traded funds and no-load, institutional-class mutual funds. Financial planning is included for existing clients who pay a fee based on assets under management.
Assets Under Management$500M
Clients76
Advisors1
Avg. per Client$6.5M
Avg. per Advisor$500M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
In select instances, advisory fees are negotiable. The minimum annual fee for new clients is $10,000, and CWM may reduce this minimum at its sole discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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