CMH Wealth Management, LLC

Retirement Planning Firm in Rockingham County, NH

Firm Info
Address: 155 Lafayette Rd, North Hampton, NH 03862, USA
Phone: (603) 379-8161

Firm Size
Assets Under Management: $617 million
# of Advisors: 5
# of Clients: 484
Client to Advisor Ratio: 97:1
Average Account Size: $1.3 million
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

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Cmh Wealth Management, LLC Overview

Ameriprise Financial Services, LLC is a fee-based registered investment advisory firm that has been operating since 1986 and is headquartered in Minneapolis, MN. The firm is a broker-dealer, commodity pool operator/advisor, insurance broker/agent, and provides investment advice to its clients. The firm offers a range of services to its clients, including financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutional clients, pension consulting services, selection of other advisors, publication of periodicals or newsletters, educational seminars and workshops, and asset allocation services. The firm's asset allocation services are particularly notable, as they help clients allocate their investment portfolios across different asset classes to help manage risk and achieve their investment goals. Overall, Ameriprise Financial Services, LLC provides a comprehensive suite of financial services to meet the needs of its clients.

CMH WEALTH MANAGEMENT, LLC serves a diverse range of clients including individuals, high net worth individuals, and charitable organizations. This esteemed financial services firm also extends its expertise to corporation types not listed, ensuring that all clients receive exceptional and tailored financial advice that caters specifically to their unique requirements. With extensive experience in the industry, CMH Wealth Management, LLC prides itself on delivering exceptional service and exceeding client expectations. When it comes to fee structures, CMH Wealth Management, LLC offers several options depending on the service provided. Clients can choose either a percentage of Asset Under Management (AUM) or fixed fees. The percentage of AUM fee structure is calculated based on the total value of the assets managed by the firm on behalf of the client. This fee is generally the same for all clients. In contrast, fixed fees are set at a predetermined rate and can vary based on services provided. These fees are typically charged annually and include a range of management and administrative services such as tax preparation, estate planning, and investment guidance. CMH Wealth Management, LLC is committed to delivering transparent, competitive, and fair pricing to all clients, and they pride themselves on their ability to provide exceptional value for money.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure of CMH WEALTH MANAGEMENT, LLC, there is an investment minimum of $500,000 for new accounts. The brochure states, "Our minimum account size for new clients is generally $500,000." Therefore, clients who wish to open an account with CMH WEALTH MANAGEMENT, LLC must invest at least $500,000 to become a client.

How This Office Can Help Rockingham County, NH Residents

Capstone Investment Financial Group has been assisting clients in Colorado Springs, CO by providing them with personalized financial advice and management services. As a full-service financial firm, Capstone Investment Financial Group offers a wide range of services tailored to meet the needs of individuals, families, and businesses in this region. One of the most common financial situations that someone living in Colorado Springs, CO may face is planning for retirement. Capstone Investment Financial Group assists clients in creating a comprehensive retirement plan that takes into account their specific goals and needs. The firm also helps clients navigate the complex world of investing, providing them with the tools and resources they need to make informed decisions about their money. In addition, Capstone Investment Financial Group offers advice and support for estate planning, tax planning, insurance planning, and other financial matters that are relevant to residents of Colorado Springs, CO.

To view the Minimum Investment and Fee Schedule for Cmh Wealth Management, LLC, visit their Part 2 Brochure.

Services Offered by Cmh Wealth Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Cmh Wealth Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 155 Lafayette Rd, North Hampton, NH 03862, USA
Phone (603) 379-8161
Opening Hours
  • Mon 8:30 AM–5 PM
  • Tue 8:30 AM–5 PM
  • Wed 8:30 AM–5 PM
  • Thu 8:30 AM–5 PM
  • Fri 8:30 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 155 LAFAYETTE ROAD, 3RD FLOOR, SUITE 7, NORTH HAMPTON, NH 3862, United States

This firm has no other locations.

State Registrations

Cmh Wealth Management, LLC is registered to service clients in the following states:

  • California
  • Florida
  • Maine
  • Massachusetts
  • New Hampshire
  • New York
  • South Carolina

Disciplinary History

Cmh Wealth Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.