Chartered Wealth Partners (CWP) offers wealth management services including financial planning and investment management to high-net-worth individuals, families, trusts, estates, charitable organizations, corporations, and business entities. CWP works with clients to understand their goals, risk tolerance, and time horizon. CWP manages accounts on a discretionary or non-discretionary basis and can recommend third-party managers. CWP also offers consulting and family office services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.40% |
For clients with an AUM over $25 million, CWP will offer a fix fee arrangement for these clients. If a client elects to be charged a fixed fee, the Fee will be negotiated on a client-by-client basis, which will be reassessed annually. The annual fixed fee amount is typically discounted to the Fee Schedule above, however the fixed fee is determined based on the time, effort, scope, and complexity of the services to be performed, as discussed with each client, and is negotiable at our sole discretion.