Joshua Rivers is a CFP-designated registered investment advisor at Cw Advisors, LLC, based in Columbia, MD, with 23 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 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.
Location
6345 Woodside Court, Suite 100, Columbia, MD, 21046
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Cw Advisors, LLC
Previous Registrations
Pinnacle Advisory Group, INC.
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
Wfg Investments, INC.Broker
Keel Point Advisors, LLC
American Securities Group, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
VALIC Financial Advisors, INC.Broker
The Variable Annuity Marketing CompanyBroker
State Registrations1 state
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