CWR Capital Management (CCML) provides ongoing portfolio management tailored to individual client goals and risk tolerance. CCML creates an Investment Policy Statement for each client. CCML generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs and treasury inflation protected/inflation linked bonds, although CCML primarily recommends index investing and growth for clients. CCML also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning.
Fee Structure
CWR Capital Management charges a monthly fee, not a percentage of your portfolio. The monthly fee is based on the total value of your investments:
- $0 - $10,000: $10/month
- $10,001 - $15,000: $15/month
- $15,001 - $35,000: $35/month
- $35,001 and up: $50/month
These fees are negotiable.