Cimarron Wealth Management offers ongoing investment management based on your financial situation and goals. They also provide financial planning services to help you understand your overall financial picture and set objectives. Cimarron Wealth Management also offers retirement plan services to retirement plan sponsors and individual participants in retirement plans.
Assets Under Management$330M
Clients572
Advisors9
Avg. per Client$570K
Avg. per Advisor$36M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $25.0M | 0.80% |
| $25.0M - $50.0M | 0.70% |
| $50M+ | 0.70% |
Fees are negotiable for accounts over $50,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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