CSW’s investment management fees are assessed quarterly, in advance, based upon a percentage of Client’s assets under management (including cash and cash equivalents) as of the close of business on the last business day of the preceding calendar quarter. CSW’s investment management fees are based on the following annual percentages:

Account Size

Annual Fees

$1 – $5,000,000


$5,000,001 +


Does Money Bring You Joy?

Subscribe to our Joy of Money Newsletter and also receive The Guide To Increasing Clarity Around Money.

We’ll never share your information. Unsubscribe anytime.