Cadmus Wealth Member Rates:
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Basic Member
Basic Members get access to our services, and insight into the realm of wealth management at an affordable price. Basic members get access to all of our planning services, including quarterly meetings with your dedicated planner. With access to our bill pay program, you can split an annual charge into monthly payments and save!
Our Basic Membership starts at $52.50 per month or $600 annually
Value Member
Value Members make the most out of their membership. Value members get all of our planning services, including tax filling and tax optimization strategies. To round out your membership, value members meet with your dedicated planner monthly, receive monthly reports, and access to our online client portal!
Our Value Membership starts at $175 per month or $2,000 annually.
Premium Member
Premium Members enjoy all of the perks. Around the clock support, banking support, and a personalized metal bank card. Along with our top-level planning services, you will be able to personally select how often you meet with your planner and receive weekly reports about your accounts.
Our premium membership starts at $500 per month or $6,000 annually.
Corporate Member
Corporate Members enjoy the benefits of being a member, but as a corporate entity. Corporate Members get all of our planning services, but reserve the ability to pay for employees to receive our services as well!
Our Corporate Membership starts at $52.50 per month or $600 annually.
"Financial planning is a critical cornerstone for securing a stable and prosperous future. It empowers individuals and businesses to set achievable goals, navigate economic uncertainties, and make informed financial decisions. A reputable wealth management company plays a pivotal role in making financial planning a reality. With their extensive expertise and personalized approach, they assess clients' unique financial situations, risk tolerance, and long-term objectives. Collaborating with a wealth management company unlocks the potential for financial growth and offers the peace of mind needed to thrive in an ever-changing economic landscape."
Steven George- Corporate Manager