Cimarron Wealth Management offers investment advice and financial planning services to individuals and high net worth individuals. They focus on helping clients develop and execute plans to build and preserve wealth, with an emphasis on business and retirement planning. The firm's minimum household account opening balance is $250,000, but this may be negotiable.
Assets Under Management$11M
Clients5
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Advisory fees and account minimums may be negotiable based upon prior relationships as well as related account holdings.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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