C&D Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$25,641,517
Clients
20
Advisors
1
of 1 employees
About
C&D Wealth Advisors provides personalized, fee-only investment management and financial-planning services to individuals, trusts, estates, charitable organizations, business entities, and pension and profit-sharing plans. Services described in the brochure include determination of financial objectives, cash-flow management, retirement and education planning, investment management, and estate-planning consultation.
The firm primarily manages assets on a discretionary, percentage-of-AUM basis and follows a long-term, low-turnover strategic allocation that centers on a core equities approach supplemented by ETFs, mutual funds, fixed income, and covered options. It conducts periodic reviews (at least quarterly), may engage sub-advisers for ETF and mutual fund sleeves, and places trades through custodians selected by clients.
Noteworthy for a firm of its size, C&D maintains an affiliation with another registered investment adviser whose personnel manage certain firm accounts while also being employed by an external advisory firm, and it contracts with sub-advisers and third-party mutual-fund advisors with fee-sharing arrangements. The firm also serves a broader set of organizational and institutional client types than is typical for peers and uses an institutional custody/platform relationship that provides technology, research, and back-office services.
Client services
Expertise
Fee options
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Up to $250/hour for non-investment related advice with prior client consent
Account minimum: $250,000 Minimum fee: $3,750 annually minimum fee Fee-only: Fee-only investment management; no commissions accepted except for legacy assets
Main office
Whitmore Lake MI
Advisors at this office
1
Most active in
Michigan
Also doing business as
C&D Wealth Advisors · Chisholm & Dames Inc · Chisholm & Darden Investment Advisors, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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