Cultivate Financial Wellness (CFW) provides financial planning and investment management services to individuals. CFW offers services such as cash flow and debt management, financial goal setting, retirement planning, risk management, tax planning, education planning, and estate planning. CFW also offers divorce financial planning through Cultivate Divorce Strategies. Investment management services are offered on a discretionary basis.
Assets Under Management$17M
Clients23
Advisors1
Avg. per Client$740K
Avg. per Advisor$17M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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