Custom Wealth Solutions, operated by Karen Pong, provides investment management services. CWS offers ongoing asset management services to clients through determining individual investment goals, time horizons, objectives, and risk tolerance. Investment strategies, investment selection, asset allocation, portfolio monitoring and the overall investment program will be based on the above factors. CWS also offers discretionary management services through a program sponsored by Orion Portfolio Solutions.
Assets Under Management$26M
Clients45
Advisors2
Avg. per Client$580K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...