CWP's annual fee for Investment Management Services will not exceed 1.75% of the market value of the client’s portfolio, including cash and cash equivalents. The fee is subject to negotiation. CWP only reduces or waives advisory fees for employees and their family members. CWP requires new clients to have a minimum account size based on a strategy offered as follows: $100,000 for Hedged ETF Portfolio, $300,000 for Enhanced Dividend Income Portfolio, and $1,000,000 for Tactical Transition.