CWM Financial Group offers wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, and estates. CWM creates customized investment strategies using mutual funds and ETFs, and may use sub-advisors. Financial planning services cover areas like retirement, education, and savings. CWM acts as a fiduciary, committed to acting in the client's best interest.
Assets Under Management$95M
Clients57
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$95M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.85% |
| $500K - $2.0M | 0.55% |
| $2.0M - $5.0M | 0.40% |
| $5M+ | 0.30% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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