CGMI charges an annualized, fixed asset-based fee of up to 2%. This fee is negotiable based on various factors. This fee covers CGMI's services, clearing firm charges, and compensation to the client's financial advisor. Clients also pay a separate fee to the investment managers selected to manage their assets, ranging from 0.10% to 0.60% annually, depending on the asset class and investment style. These investment manager fees are not negotiable and are subject to change. Additional fees may apply for other services like wire transfers and account transfers.
CWM Retail, Sales, 502 Old Country Road, Garden City, NY, 11530
Get directionsAaron serves as Power of Attorney for his elderly aunt, assisting with general life and health matters. This role requires minimal time and is not investment-related.