Cima Sports & Wealth Management offers ongoing investment management and financial planning services. For investment management, they monitor your accounts and provide advice on buying, selling, or holding investments. For financial planning, they create a written plan covering topics like asset allocation, budgeting, estate planning, and retirement. You make the final decisions on implementing the plan. They primarily advise on mutual funds, ETFs, stocks, bonds, and other securities.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.10% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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