Marilee Falco is a CFP, ChFC-designated registered investment advisor at Cw Advisors, LLC, based in Bethlehem, PA, with 14 years of industry experience. Marilee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 3,296 clients with $9.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CW Advisors generally charges a percentage of the assets they manage for investment management services. The fee typically ranges from 0.50% to 1.50% annually. Clients may also be responsible for fees charged by investment managers they contract with. Fees may vary based on account size, complexity, and investment strategies employed.
Contact
Marilee Falco
Location
74 West Broad Street, Suite 320, Bethlehem, PA, 18018
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cw Advisors, LLC
Previous Registrations
Agili, P.C.
LPL Financial LLC
State Registrations1 state
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.
Exams
Additional Information
JoycePayne Partners as a firm has repeatedly been ranked as one of the Top 250 Financial Advisors by Worth Magazine, one of the Top 100 Financial Advisors by Barron’s, one of the Top 150 Financial Advisors for Doctors by Medical Economics, and was recently named to the inaugural list of Best Financial Advisers for Dentists by Dental Practice Management. Marilee is very active in the local Lehigh Valley community and was recently named a “Woman of Influence” by Lehigh Valley Business. She serves on the Board of Governors for the Greater Lehigh Valley Chamber of Commerce and the Chamber Foundation Board. In addition, Marilee serves on the Women’s Leadership Council of the United Way of the Greater Lehigh Valley and serves as Board Treasurer for the Bethlehem YWCA.