Consilio Wealth Advisors (CWA) offers wealth management services, including investment management and financial planning, to individuals and high-net-worth individuals. CWA creates customized investment portfolios using mutual funds, exchange-traded funds (ETFs), individual stocks, bonds, alternative investments, or options contracts. CWA also offers financial planning services, covering retirement, tax, investment, and estate planning. CWA may recommend independent managers for a portion of a client's portfolio.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.35% |
*Minimum annual fee of $11,500 *CWA will assess an additional 0.50% annual fee on accounts where the Advisor writes or buys options Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.