CMC Wealth Management offers portfolio management based on individual client goals and risk tolerance. They create investment policy statements and construct plans to select suitable portfolios. CMC also provides financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit planning. They primarily use mutual funds, equities, bonds, ETFs, and other securities to diversify portfolios.
Assets Under Management$4.9M
Clients30
Advisors1
Avg. per Client$160K
Avg. per Advisor$4.9M
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 | 2.00% |
| $1M+ | 1.50% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...