CWC Advisors offers investment management and financial planning services to high net worth individuals and institutions. CWC uses diversified portfolios including large cap, small cap, international, fixed income, ETFs, and The Alera Bridge Fund LLC. CWC will also advise on assets held outside of its management as part of overall asset allocation services.
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.