Cronkhite Wealth Strategies (CWS) provides financial planning and recommends third-party investment advisors, specifically Matson Money. CWS outlines a client's financial situation and risk tolerance. Financial plans may include investment planning, insurance reviews, tax concerns, retirement planning, college planning, and debt/credit planning. CWS also offers pension consulting services through Ameritas.
Assets Under Management$11M
Clients24
Advisors1
Avg. per Client$450K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.99% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees will not exceed 0.99% and are at Cronkhite Wealth Strategies' discretion. These fees are for the co-advisor relationship with Matson Money.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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