Advisor Fee Structure

Coromandel Wealth Management is a "fee only" firm, meaning that we are compensated solely by the client, and do not receive any compensation that is contingent on the purchase or sale of a financial product.

Our fee structure consists of the following:

  • Tiered fee levels that are highly competitive with other independent financial advisory firms, and are considerably lower than those of the major brokerage houses.
  • A maximum total fee, so that assets above a certain level are not assessed any additional charges.
  • A completely transparent cost structure: This is the only fee that CWM receives from our clients.
The following table and chart detail our advisory fee structure:

                                  Coromandel Wealth Management    15 Muzzey Street    Lexington, MA  02421    (781) 728-9001                    CWM © 2013