Columbus Wealth Management (CWM) manages investment portfolios based on clients' individual needs and goals. CWM also offers project-based and ongoing financial planning services, covering areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies. CWM works with clients to tailor services to their specific circumstances and risk tolerance.
Assets Under Management$36M
Clients34
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$18M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
The annual fees are negotiable and are prorated and paid in arrears on a quarterly basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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