Collective Wealth Planning (CWP) offers investment management and financial planning services. CWP develops investment plans based on clients' goals and manages portfolios accordingly. Financial planning covers areas like cash flow, college savings, estate planning, retirement, risk management, and tax strategies. CWP may recommend outside investment managers and other third-party professionals.
Assets Under Management$21M
Clients23
Advisors1
Avg. per Client$910K
Avg. per Advisor$21M
collectivewealthplanning.com ·www.linkedin.com/company/collective-wealth-plan... ·www.facebook.com/collectivewealthplanning
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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