Conscientious Wealth Planning and Investment Management (CWPIM) provides investment management and financial planning services to individuals and high net-worth individuals. Investment management can be discretionary or non-discretionary. Financial planning covers various aspects like financial goals, net worth, cash flow, retirement, risk management, investments, tax reduction, and estate preservation. CWPIM tailors its services to each client's needs and risk tolerance.
Assets Under Management$15M
Clients54
AdvisorsN/A
Avg. per Client$290K
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.