CWM Partners provides portfolio management tailored to individual client goals, including investment strategy, asset allocation, and regular monitoring. CWM may also direct clients to third-party investment advisors and engages sub-advisors. CWM offers financial planning services covering investments, insurance, taxes, retirement, education, and debt. CWM does not act as an attorney, accountant, or insurance agency.
Assets Under Management$56M
Clients13
Advisors2
Avg. per Client$4.3M
Avg. per Advisor$28M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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