Confianza Wealth Management (CWM) provides investment management, financial planning, and retirement consulting services. CWM develops investment plans based on clients' goals and risk tolerance, primarily advising on stocks, bonds, mutual funds, and ETFs. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and tax strategies. CWM may recommend outside investment managers and other professionals, but clients are not obligated to use them.
Assets Under Management$24K
Clients1
Advisors1
Avg. per Client$24K
Avg. per Advisor$24K
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
