Fees
Our fees are low and clear. I am a fee-only fiduciary financial advisor and the max fee I charge is $50 a month.
My philosophy is to keep it simple. The fee you see is the fee you pay. At CWR Capital Management we are “Fee Forward”, meaning we show our fees openly - opposed to the other firms in the industry where fees are hidden.
Total Assets Under Management
$0-$10,000
$10,001-$15,000
$15,001-$35,000
$35,001- And Up
Monthly Fee
$10/month
$15/month
$35/month
$50/month
The advisory fee is calculated as a monthly fee and not a percentage
CWR also offers Financial Planning Services for $600.