Cottonwood Wealth Strategies offers investment management, selection of independent managers, and financial planning to individuals, high net worth individuals, trusts, businesses, and corporations. The firm creates customized investment plans based on clients' individual needs and goals. Cottonwood Wealth Strategies manages portfolios on a discretionary and non-discretionary basis, allocating assets among ETFs, individual equity and debt securities, and mutual funds.
Assets Under Management$310M
Clients215
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees above $2,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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