CW Advisors provides investment management and financial planning services tailored to individual client needs. CWA offers various risk-managed strategies and may recommend third-party money managers. CWA also offers family office services to qualified clients. CWA's primary business is providing a wide range of wealth management services tailored to fit each Client’s risk tolerance, financial goals, liquidity needs, time horizon and personal values.
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.
