| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.50% |
| $15.0M - $20.0M | 0.45% |
| $20.0M - $25.0M | 0.40% |
| $25M+ | 0.35% |
Fees are negotiable at CWA's sole discretion, and in certain cases, CWA aggregates the assets under management of related accounts for purposes of determining which breakpoint applies.
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Learn about disclosures →Brad is an Investment Adviser Representative of Cain, Watters & Associates, LLC, but spends minimal time in that role. He also works as a semi-professional musician for a few hours per week.