Connected Wealth Solutions (CWS) manages investment portfolios for individuals, trusts, charitable organizations, businesses, and retirement plans. CWS works with clients to determine their investment objectives and risk profile, creating a written investment policy. CWS uses software to evaluate portfolio designs and monitors client portfolios, holding review meetings as needed. CWS may use third-party sub-advisors like Focus Partners Advisor Solutions (FPAS) for certain accounts. CWS also consults with clients on financial areas like tax planning, college planning, and retirement planning, which is included in the investment management service.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
All accounts for members of the client's family (husband, wife, and dependent children) or related business are generally assessed fees based on the total balance of all accounts.