CWR Capital Management provides ongoing portfolio management and financial planning services tailored to each client's specific goals, time horizon, and risk tolerance. CWR Capital Management creates a personalized investment policy statement and uses various analytical methods, including fundamental analysis, technical analysis, and modern portfolio theory, to manage client portfolios. The firm primarily recommends index investing, growth strategies, mutual funds, exchange-traded funds, equities, and fixed income securities. In addition to investment management, CWR Capital Management offers standalone financial planning covering areas such as retirement, taxes, college savings, and insurance. The firm operates with discretionary authority to execute trades on behalf of clients. CWR Capital Management uses approved artificial intelligence tools strictly for administrative, operational, and compliance tasks, maintaining a mandatory human oversight policy. Client accounts are custodied with Charles Schwab & Co., Inc.
Fee Structure
CWR Capital Management charges a fixed monthly fee for portfolio management instead of charging a percentage of your portfolio. The fee depends on the total value of your investments across nine distinct tiers:
- $0 to $10,000 — $10 per month
- $10,001 to $20,000 — $15 per month
- $20,001 to $35,000 — $25 per month
- $35,001 to $75,000 — $50 per month
- $75,001 to $250,000 — $100 per month
- $250,001 to $500,000 — $250 per month
- $500,001 to $1,000,000 — $400 per month
- $1,000,001 to $5,000,000 — $500 per month
- Over $5,000,000 — $750 per month
These monthly fees are generally negotiable and are paid in advance.