Comal Wealth Management (CWM) provides financial planning, consulting, and investment management services to individuals and families. CWM offers services such as retirement planning, cash flow planning, investment consulting, insurance planning, tax planning, and estate planning. Investment management services are tailored to each client's needs and goals. CWM has discretionary authority to manage client accounts.
Assets Under Management$33M
Clients41
Advisors1
Avg. per Client$800K
Avg. per Advisor$33M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $4.0M | 1.00% |
| $4M+ | 1.00% |
Fees negotiable for accounts over $4,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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