Candor Wealth Management (CWML) provides investment advice and financial planning to individuals. CWML offers ongoing portfolio management services based on your goals, objectives, and risk tolerance. Financial planning covers investment planning, insurance, tax concerns, retirement, college, and debt/credit planning. CWML primarily recommends stocks, but may use other securities to diversify your portfolio.
Assets Under Management$87M
Clients92
Advisors1
Avg. per Client$950K
Avg. per Advisor$87M
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Fee Structure
Minimum Investment:$50K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $10.0M | 0.85% |
| $10M+ | 0.65% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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