Cordingley & Parkinson Wealth Management (C&PWM) offers portfolio management based on individual client goals and risk tolerance. C&PWM creates an Investment Policy Statement for each client. C&PWM also offers pension consulting services and financial planning, but does not charge separately for financial planning. C&PWM generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, alternative assets, and private placements.
Assets Under Management$230M
Clients464
Advisors5
Avg. per Client$500K
Avg. per Advisor$46M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Clients have the option to pay fees based on the tiered fee schedule or a single rate of up to 2% for all assets under management. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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