CL Wealth Management LLC

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Total assets under management

$628,729,517

Total clients

2,073

14% high-net worth

Total advisors

of 42 employees

Firm size

Multi Team

Average clients per advisor

Average account size

$303,295

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Fee options

Fixed

Financial planning and consulting flat fees may be charged, not to exceed $5,000.

Percentage

$25,000 - $100,000: 2.25% $100,000 - $250,000: 2.00% $250,000 - $500,000: 1.75% $500,000 - $1,000,000: 1.50% $1,000,000 - $2,000,000: 1.25% $2,000,000+: Negotiable

Commissions

Commission-based compensation received by associated persons who are registered representatives of affiliated broker-dealer Cabot Lodge Securities LLC, separate and in addition to advisory fees.

Project-based

Standard financial planning and consulting fee is $350 per hour; fees negotiable and may be waived.

Other

Account minimum: $25,000

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Is not active or affiliated with:

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Main office location

CL Wealth Management LLC

425 N. Martingale Rd., Suite 1220

Schaumburg IL 60173, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 212-388-6200

Advisors at this firm

Roger L

Series 66

Garland, TX

CL Wealth Management LLC

Gail W

Series 63, Series 66

St. Paul, MN

CL Wealth Management LLC

Joseph O

Series 63, Series 66

Folsom, CA

CL Wealth Management LLC

William B

Series 63, Series 65

Series 63, Series 65

Remote

CL Wealth Management LLC

Steven K

Series 63, Series 65

Pleasantville, NY

CL Wealth Management LLC

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