We have everything you need to get the most from your wealth management.
What We Do
Financial Planning
No matter what stage of life you are in, financial planning is where we begin, as it ensures that we can reach your goals and maximize your resources. As Certified Financial Planners, we handle the financial planning and implementation process for you, learning about you, uncovering your needs, assessing your options, and creating the best plan for today and for your future. Whether it be saving for retirement, spending in retirement, selling a business, transferring wealth to future generations, starting a new career/venture, paying off student loans/debt, funding college, or anything in between, we will help you. Learn More
Investment Management
Investing well requires attention to detail and skill, not luck. As professionally certified investors, of which only 4% of investors are, we possess the necessary expertise to optimally manage your investments, both taxation and return wise, according to what is best for you. Our unique and sophisticated investment strategy centers on human behavior, allowing us to withstand downturns by quickly moving to safety during market shocks, crashes, and panics while still capturing the upside during bull markets, leading to long-term outperformance. From preserving capital to building wealth, we can improve your results and reduce your risk. Learn More
Wealth Management Fee Schedule
We provide you with ongoing wealth management covering all aspects of your financial life, including all financial planning and investment management, for a percentage based annual fee. There are no other fees of any kind, ever. No products. No sales. No commissions. Nothing influences our independence, objectivity, and loyalty to you.
TOTAL ASSETS UNDER MANAGEMENT
ANNUAL FEE
$1-$750,000
1.50%
$750,001-$1,000,000
1.25%
$1,000,001-$5,000,000
1.00%
$5,000,001-$10,000,000
0.75%
Above $10,000,000
0.50%
TOTAL ASSETS UNDER MANAGEMENT
ANNUAL FEE
$1-$750,000
1.50%
$750,001-$1,000,000
1.25%
$1,000,001-$5,000,000
1.00%
$5,000,001-$10,000,000
0.75%
Above $10,000,000
0.50%
Our fee schedule is linear. For example, if the total amount under management is $7 million, all $7 million is charged at .75% instead of progressively working through the brackets.
Financial Planning Only
Financial plans and financial planning may include, but are not limited to, investment planning, retirement planning, estate planning, college planning, tax planning, life insurance analysis, and debt planning. Depending upon the complexity of the situation and your needs, the financial planning rate is typically between $4,000 and $10,000. The fee is a one-time fee, paid in arrears upon completion.
Pro Bono
We believe that we must act as a leader, both in our profession and within the communities that we serve, to address the unmet financial planning and investment needs of those around us. We believe such work is our moral and ethical responsibility. As a result, we are proud to provide pro bono work for a broad spectrum of clients and on a wide array of wealth management issues. For information on how to become a pro bono client, please contact us at probono@cddwealth.com
Sub-Advisory
Investment
Management
We provide investment management for Registered Investment Advisors looking to employ our strategy. Benefit from our experience and track record as we handle all aspects of the day to day investment management, including monitoring and trading. For more information, including pricing, contact us at subadvisory@cddwealth.com.
Sub-Advisory
Investment
Management
We provide investment management for Registered Investment Advisors looking to employ our strategy. Benefit from our experience and track record as we handle all aspects of the day to day investment management, including monitoring and trading. For more information, including pricing, contact us at subadvisory@cddwealth.com.