CWM Advisory directs clients to third-party investment advisors like SEI to manage their assets. CWM Advisory identifies client goals and risk tolerance, and SEI provides investment management solutions. CWM Advisory also offers financial planning services, including goal setting, budget analysis, retirement planning, estate planning, and tax planning. They also offer concierge services to coordinate with other professionals and assist with implementation.
Assets Under Management$100M
Clients248
Advisors3
Avg. per Client$410K
Avg. per Advisor$34M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
These fees are in addition to the fees charged by SEI Investments Management Corp, which are up to 1.25%. CWM Advisory's fees are calculated and deducted from client accounts by SEI Investments Management Corp. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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