Assets Under Management
$213.1M
Number of Clients
403
Number of Advisors
7
Average Client AUM
$529K
AUM per Advisor
$30.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
CWMS offers personalized financial planning and discretionary/non-discretionary investment advisory services to individuals, high net worth individuals, families, and entities. Financial planning includes retirement, education, estate, cash flow, tax, and insurance analysis. Investment management utilizes mutual funds, ETFs, equities, bonds, REITs, and alternative investments.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.80% |
| $100K - $250K | 1.68% |
| $250K - $500K | 1.55% |
| $500K - $1000K | 1.43% |
| $1.0M - $2.0M | 1.30% |
| $2.0M - $3.0M | 1.18% |
| $3.0M - $4.0M | 1.05% |
| $4.0M - $5.0M | 0.93% |
| $5.0M - $7.5M | 0.80% |
| $7.5M - $10.0M | 0.68% |
| $10.0M - $12.5M | 0.55% |
| $12.5M - $15.0M | 0.42% |
| $15M+ | 0.30% |
Fees are incremental and charged on a "waterfall" basis. Fees may be negotiable.
2160 Country Club Road, Winston Salem, NC, 27104