Chronos Wealth Management (CWM) provides ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. CWM creates an Investment Policy Statement for each client and constructs a plan to aid in the selection of a portfolio that matches each client's specific situation. CWM also offers financial planning services, which may include investment planning, life insurance, tax concerns, retirement planning, education planning, and debt/credit planning. CWM may direct clients to third-party investment advisors.
Assets Under Management$270M
Clients223
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $400K | 1.40% |
| $400K - $550K | 1.25% |
| $550K - $750K | 1.15% |
| $750K - $3.5M | 1.00% |
| $3.5M - $5.0M | 0.85% |
| $5.0M - $7.5M | 0.75% |
| $7.5M+ | 0.65% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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