Charlotte Wealth Management (CWM) offers investment management through wrap and non-wrap accounts, and financial planning services tailored to individual client needs. CWM's investment advisor representatives help clients determine suitable advisory services and set appropriate investment objectives. CWM also acts as the sponsor and manager of the CWM Wrap Program. CWM does not offer legal or accounting services.
Fee Structure
Charlotte Wealth Management charges an annual advisory fee for investment management services, ranging from 0.25% to 1.50% of the value of your account, including cash holdings. This fee also covers financial planning and consulting services. The specific fee is negotiable and agreed upon in the Investment Management Agreement. Fees are billed quarterly in advance and deducted from your managed account. Clients in the CWM Wrap Program pay one fee that covers investment management and transaction fees.