Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.85% |
| $500K - $2.0M | 0.55% |
| $2.0M - $5.0M | 0.40% |
| $5M+ | 0.30% |
Fees may be negotiable.
Fee Estimator
CWM charges an annual fee based on assets under management, billed quarterly in advance. For assets managed within a Congress model, Congress charges a separate sub-advisory fee, but the total blended fee will not exceed 3.00% annually. Financial planning services are offered on an hourly basis ($75-$250/hour) or a fixed-fee basis ($75-$5,000 per engagement). Fees may be negotiable. CWM generally requires a minimum relationship size of $500,000, which may be waived.
Areas of Practice
Advisor Information
Office location
1 Research Court, Suite 450, Rockville, MD, 20850
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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