CME Strategic Wealth Management provides financial planning and investment management services. Financial planning covers areas like cash management, risk management, estate planning, tax issues, retirement, and education funding. Investment management is tailored to individual goals and risk tolerance, with the firm contacting clients for permission before executing trades. The firm may also recommend third-party investment advisors.
Assets Under Management$550K
Clients20
Advisors1
Avg. per Client$27K
Avg. per Advisor$550K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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