Fees
At CWR Capital Management 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.
$0-$10,000
$10/month
$10,001-$15,000
$15/month
$15,001-$35,000
$35/month
$35,001- And Up
$50/month
Monthly Fee
Total Assets Under Management
The advisory fee is calculated as a monthly fee and not a percentage
CWR also offers Financial Planning Services for $600.