CLW Financial Planning provides investment management services, financial planning, and tax preparation. Financial planning includes cash flow and debt management, estate planning, financial goals, investment planning, insurance, retirement planning, and risk management. Tax services include personal, business, and estate tax preparation and planning.
Assets Under Management$9.3M
Clients7
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$9.3M
Fee Structure
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 - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.70% |
| $4M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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