CMH Wealth Management offers financial planning covering investments, insurance, taxes, retirement, college, and debt. Investment advice is generally limited to mutual funds, fixed income, insurance products including annuities, equities, ETFs, and treasury inflation protected/inflation linked bonds. CMH Wealth Management tailors programs to each client's needs and may use model allocations. Clients can impose restrictions, but CMH Wealth Management may end the relationship if restrictions prevent proper service.
Assets Under Management$100M
Clients68
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$51M
Fee Structure
Minimum Investment:None
CMH Wealth Management charges a fixed fee between $2,400 and $20,000 for creating a financial plan. The final fee is negotiated with the client.
One-Time Plan:$2,400 - $20,000
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