Confidence Wealth Management (CWM) offers investment management and financial planning services. Investment management includes both discretionary and non-discretionary portfolio management, using mutual funds, stocks, bonds, and other securities. CWM also recommends third-party investment managers and sub-advisers. Financial planning services range from comprehensive plans to focused consultations. CWM has a fiduciary duty to act in clients' best interests.
Assets Under Management$340M
Clients681
Advisors11
Avg. per Client$510K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $20.0M | 0.80% |
| $20M+ | 0.75% |
For managed accounts not using Third-Party Advisors, Sub-Advisors, or implementing CWM own investment strategies, investment supervisory fees are charged at a flat 0.5% of assets under management. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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