CWOs for Hire LLC manages investment portfolios based on each client's individual needs and goals. CWOs also offers financial planning services, including business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, insurance review, investment analysis, retirement planning, risk management, and tax planning strategies. Clients work with a planner to design, monitor, and update their financial plan.
Assets Under Management$46M
Clients61
Advisors1
Avg. per Client$750K
Avg. per Advisor$46M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. Market fluctuations of 10% or less will not result in a move to the next tier of asset-based fees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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