Portfolio Management

The advisory fee is calculated as a monthly fee and not a percentage.

These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement. Clients may terminate the agreement without penalty for a full refund of CWR Capital Managements fees within five business days of signing the Investment Advisory Contract.

Financial Planning

Financial plans and financial planning may include, but are not limited to: investment planning; life insurance; tax concerns; retirement planning; college planning; and debt/credit planning.