Our Wealth Management Program is designed to bridge the gap between your financial today and tomorrow. Our experience Associates will develop a comprehensive strategy to reach your financial goals incorporating both the Fee-Based Financial Planning and Investment Management Programs outlined below. With this option, you benefit from the full range or professional advice services we have to offer. Fees for this service are charged as a percentage of the total managed portfolio as outlined below:
The Wealth Management Service Annual Fee Structure:
- $0 to $250,000 1.50%
- $250,000 to $500,000 1.35%
- $500,000 to $2,000,000 1.20%
- $2,000,000 to $5,000,000 1.10%
- $5,000,000 and up is negotiable
The Asset Management Program is designed for clients who like to do their own financial planning but would like to avoid the responsibilities, risks, and headaches involved with managing their own investment portfolio. In this program, we will manage and invest your portfolio based on the investment management philosophy outlined in our agreement. Fees for this service are charged as a percentage of the total managed portfolio as outlined below:
The Asset Management Service Annual Fee Structure:
- $0 to $250,000 1.35%
- $250,000 to $500,000 1.20%
- $500,000 to $2,000,000 1.10%
- $2,000,000 to $4,000,000 1.00%
- $4,000,000 and up is negotiable
The Financial Planning Program is designed for clients who wish to handle their own specific investments but would like the guidance of a financial plan to assist them with making intelligent and informed decisions. This program can be uniquely designed based on the specific planning needs of the client and can include comprehensive or issue-based financial planning. If the issue-based planning option is desired, the client can request a financial plan to be developed for any of several specific financial issues including, Retirement, Education, Investment, and Tax or Insurance Financial Planning. With either choice, CWM will utilize the financial planning process outlined earlier to ensure you get individual, needs-based, advice. Fees for these services are outlined below:
The Financial Planning Program Fee Structure:
- Comprehensive Financial Planning $1,500 to $2,500
- Issue-Based Financial Planning $500 per issue
Cole Wealth Management, LLC is a Registered Investment Advisor.
9332 E. Raintree Dr., Suite 100 | Scottsdale, AZ 85260
(480) 275-6354
www.colewealth.com
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