CM20 Wealth Management is an investment advisory firm that creates customized investment plans for clients based on their financial situation, goals, and risk tolerance. CM20 primarily invests in individual U.S. stocks, supplemented with mutual funds and ETFs to diversify portfolios. CM20 can accommodate reasonable written restrictions on investments. CM20 does not participate in wrap fee programs.
Assets Under Management$18M
Clients9
Advisors1
Avg. per Client$2M
Avg. per Advisor$18M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.85% |
Fees negotiable above $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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