Carlin Wealth Management Group (CWMG) offers investment advice and financial planning to individuals and high-net-worth individuals. CWMG helps clients with investment objectives, asset allocation, and written investment strategies, focusing on ETFs and equities within third-party model portfolios. CWMG also provides financial planning consulting services, including risk assessment, investment planning, estate planning, and financial organization.
Assets Under Management$240M
Clients189
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$120M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $10.0M | 1.00% |
| $10M+ | 0.50% |
Fees are negotiable and may be lower than the standard fee shown. Consulting services are included in these fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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