Chisholm Wealth Management (CWM) is a fee-only registered investment advisor offering investment management and financial planning services. CWM develops personalized investment plans based on client goals and risk tolerance, primarily investing in stocks, bonds, mutual funds, and ETFs. Financial planning services cover areas like business planning, cash flow management, college savings, estate planning, retirement planning, and tax strategies. CWM may recommend third-party investment managers.
Assets Under Management$71M
Clients110
Advisors2
Avg. per Client$650K
Avg. per Advisor$36M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fee may be negotiable. For clients with extremely high assets under management, a flat fee may be negotiated.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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