Erik Ogard is a CFA-designated registered investment advisor at Cwc Advisors, LLC, based in Lake Oswego, OR, with 17 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 219 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
CWC Advisors, LLC offers asset management services for an annual fee based on the amount of assets managed. This fee generally varies between 0.50% and 1.50%, depending on the size and composition of your portfolio and the investment strategies used. Cascade Wealth Group offers asset management services with fees ranging from 0.90% to 1.30% of assets managed. Cascade Wealth Group will recommend CWC's investment strategy for a fixed annual management fee of 0.35%, which is in addition to the management fee paid to Cascade.
Fee Estimator
Location
5800 Meadows Road, Suite 230, Lake Oswego, OR, 97035-8899
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Erik is the owner and researcher for Ogard Capital Market Research, LLC, dedicating about a quarter of his time to stock research and model creation. He is also the Chief Investment Strategist for The WealthPlan Group/WealthPlan Compliance, spending about 10-20% of his time advising the retirement plan team and writing weekly investment notes.
Employment History
Current Registrations
Cwc Advisors, LLC
Previous Registrations
Wealthplan Investment Management LLC
Fortitude Advisory Group L.L.C.
Russell Investments Implementation Services, LLCBroker
Monea Investments, LLC
Russell Financial Services, INC., Part of Russell InvestmentsBroker
Piper Jaffray INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.