Fees
At CWR Capital Management, our fees are competitive and clear. I am a fee-only, fiduciary financial advisor, and our advisory fees are capped at a maximum of $750 a month for portfolios of $5 million or more.
My philosophy is to keep it simple. The fee you see is the fee you pay. At CWR Capital Management we are “Fee Forward”, meaning we show our fees openly - opposed to the other firms in the industry where fees are buried in complex tier structures.
$0-$10,000
$10/month
$10,001-$20,000
$15/month
$20,001-$35,000
$25/month
$35,001- $75,000
$50/month
$75,001-$250,000
$100/month
$250,001-$500,000
$250/month
$500,001-$1,000,000
$400/month
$1,000,001-$5,000,000
$500/month
$5,000,001+
$750/month
Monthly Fee
Total Assets Under Management
The advisory fee is calculated as a monthly fee and not a percentage
CWR also offers Financial Planning Services for $3,000.
While standard advisor-only management fees hover around 1.00%, the total all-in cost for an investor- which includes underlying fund expenses, platform fees, and transaction costs- typically ranges between 1.20% and 1.65% on portfolios over $250k*. Furthermore, because of the operational costs of traditional wealth management, a majority of high-touch firms will not manage portfolios under this $250,000 threshold.
How We Are Different: We believe in a more modern approach to wealth management. Instead of waiting for a massive quarterly deduction from your investment accounts, we utilize a transparent monthly fee structure that aligns perfectly with your regular household cash flow. Additionally, our fee schedule is intentionally designed to reward your growth: as your portfolio hits our higher tiers, our rates scale down aggressively-frequently landing well below the traditional industry averages for high-net-worth portfolios.
*Sources: Industry benchmarks derived from the Kitces Research Study on Advisor and Cerulli Associates advisor fee surveys. Total all-in costs vary across the industry based on specific underlying investment vehicles utilized and custodian platform choices.
Comparison claims against industry averages are based on a generalized market landscape. Individual firm fees vary. Past performance is no guarantee of future returns, and all investing involves the risk of loss.