Cowling Bay Wealth Management (CBWM) offers wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, and estates. CBWM creates customized investment strategies using low-cost, diversified mutual funds and ETFs, and may also use individual stocks, fixed income, options, or alternative investments. CBWM also provides financial planning services covering retirement, education savings, cash flow, tax, and estate planning.
Assets Under Management$25M
Clients10
Advisors1
Avg. per Client$2.5M
Avg. per Advisor$25M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees may be negotiable at the sole discretion of the Advisor for accounts over $10,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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