Conviction Wealth Management (CWML) provides ongoing portfolio management based on your goals, risk tolerance, and time horizon. CWML creates a personalized Investment Policy Statement for each client. CWML also offers financial planning covering investments, insurance, taxes, retirement, college, and debt/credit. CWML primarily recommends ETFs but may use other securities to diversify portfolios.
Assets Under Management$3.1M
Clients8
Advisors1
Avg. per Client$390K
Avg. per Advisor$3.1M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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