Cipriano Wealth Management (CWM) provides investment advice and portfolio management, tailored to your financial situation and goals. CWM offers both discretionary and non-discretionary portfolio management. CWM also offers comprehensive financial planning covering financial goals, investments, retirement, education, estate, cash flow, tax, and insurance planning. You have the option to engage CWM for financial planning without investment management.
Assets Under Management$14M
Clients21
Advisors1
Avg. per Client$680K
Avg. per Advisor$14M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.00% |
| $300K+ | 0.75% |
Minimum annual fee of $3,000. Fees are negotiable depending on client circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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