Cwm Financial Group, INC.
Assets Under Management
$87.0M
Number of Clients
57
Number of Advisors
1
Average Client AUM
$1.5M
AUM per Advisor
$87.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
CWM Financial Group provides wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, and estates. They create customized investment strategies and offer financial planning services on an hourly or fixed-fee basis. CWM uses Congress Wealth Advisor Solutions as a sub-advisor.
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
Location
1 Research Court, Suite 450, Rockville, MD, 20850