Contango Wealth Management (CWM) provides ongoing portfolio management based on your individual goals, objectives, time horizon, and risk tolerance. CWM creates a plan to help select a portfolio that matches your specific situation. CWM also offers financial planning services, including investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning.
Assets Under Management$120M
Clients94
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$61M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.85% |
| $4M+ | 0.80% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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