CBL Wealth Management provides investment advice and financial planning to individuals, families, and other clients. Services include creating and managing investment portfolios, and financial planning covering retirement, estate, tax, education, and insurance. CBL also offers educational seminars and workshops on various financial topics.
Assets Under Management$39M
Clients68
Advisors1
Avg. per Client$580K
Avg. per Advisor$39M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees are negotiable for accounts over $10,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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