Collaborative Portfolio Management
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Collaborative Portfolio Management (CPM) offers investment advice and manages investment portfolios for clients based on their individual needs and goals. CPM generally manages accounts on a discretionary basis. CPM also provides consulting services on topics like estate planning and retirement planning. CPM manages 401(k) and 403(b) plan accounts at the individual level, managing allocations for a fee.
Assets Under Management$150M
Clients145
Advisors4
Avg. per Client$1M
Avg. per Advisor$37M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees negotiable for amounts over $3,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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