Custom Wealth Planners offers investment management and financial planning services. As a fee-only firm, CWP is only compensated by clients. CWP provides ongoing financial planning, where they collaborate with clients to develop and implement a financial plan. CWP also offers project-based financial planning for clients looking to address specific questions or issues.
Assets Under Management$100M
Clients149
Advisors3
Avg. per Client$690K
Avg. per Advisor$34M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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