Cademuir Wealth Management (CWM) offers investment management services on both a discretionary and non-discretionary basis to individuals, high net worth individuals, pensions, profit sharing plans, trusts, estates, and small businesses. CWM also provides financial planning services at an hourly rate or an agreed upon flat rate. CWM may recommend that Clients utilize the services of a Third-Party Manager (TPM) to manage a portion of, or your entire portfolio.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Cademuir Wealth Management reserves the right to discount fees. Any fee discounts will be noted and/or included in the fee schedule of the Investment Advisory Agreement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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