Colton Wealth Management (CWM) offers personalized financial planning, consulting, and investment management. CWM provides advice through consultations to determine financial objectives, identify problems, manage cash flow, plan for taxes, review insurance, manage investments, fund education, and plan for retirement and estate matters. CWM is a fee-only firm and does not sell financial products or accept commissions.
Assets Under Management$140M
Clients109
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$68M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. Family and friends may pay different rates. CWM may choose to waive the fee on cash positions depending on each client’s individual situation.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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