Cone Wealth Management offers both discretionary and non-discretionary asset management services, tailoring investment strategies to individual client goals and risk tolerance. They also provide financial planning services, covering areas like retirement, risk management, tax reduction, and estate preservation. Cone Wealth Management may use sub-advisors to manage client portfolios.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.29% |
| $500K - $1.0M | 1.14% |
| $1.0M - $2.5M | 0.99% |
| $2.5M - $5.0M | 0.84% |
| $5.0M - $10.0M | 0.79% |
| $10.0M - $25.0M | 0.64% |
| $25.0M - $50.0M | 0.49% |
| $50.0M - $100.0M | 0.29% |
| $100M+ | 0.24% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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