CareGen Wealth Management manages investment portfolios and offers financial planning services, including help with building positive financial habits, cash flow and debt management, college savings, estate planning, retirement planning, risk management, and tax planning. Financial planning can be on an ongoing, hourly, or project basis. CGWM primarily uses Modern Portfolio Theory and Passive Investment Management.
Assets Under Management$91M
Clients40
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$91M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees are negotiable. A minimum annual fee of $10,000 may be implemented. Ongoing financial planning services are provided to clients as part of the investment management services fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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