CN Wealth offers wealth management services to individuals, providing customized solutions through personal contact and discretionary investment management. CN Wealth works with clients to identify their goals, risk tolerance, and financial situation to design a portfolio strategy using low-cost, diversified mutual funds, ETFs, individual stocks, and bonds. Financial planning services are included as part of wealth management.
Assets Under Management$3.1M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$3.1M
Fee Structure
Planning is included in investment management
CN Wealth's wealth management fee ranges from 0.50% to 1.00% annually, based on the value of your portfolio and the complexity of services. The fee is charged quarterly. Financial planning is included in this fee. Fees may be negotiable.
Loading...