Create My Wealth LLC provides ongoing portfolio management based on individual client goals and risk tolerance. They create an investment policy statement for each client. CMW also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit. CMW generally limits its investment advice to mutual funds, fixed income, real estate funds, insurance products, equities, ETFs, treasury inflation protected bonds, commodities, non-U.S. securities, venture capital funds and private placements.
Assets Under Management$930K
Clients11
Advisors1
Avg. per Client$84K
Avg. per Advisor$930K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1000K | 1.15% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.85% |
| $2M+ | 0.70% |
Fees are generally negotiable. CMW also offers performance-based fees to qualified clients: 2.00% of assets under management along with a 10.00% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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