CWP Private Wealth Management offers investment management services where they make investment decisions for clients. They also offer financial planning and consulting services, helping clients develop financial goals and strategies. CWP provides business consulting services to individuals in the financial services industry. CWP also acts as a sub-advisor to other investment advisory firms.
Fee Structure
CWP Private Wealth Management charges a percentage of the total value of your investments under their management. The maximum fee charged is 2.0% annually. This fee is in addition to any transactional, administrative, servicing fees, and commissions charged by the account custodian. Fees are payable monthly, based on the market value of the investments as of the last business day of the month.