Michael Joyce is a CFP-designated registered investment advisor at Cw Advisors, LLC, based in Richmond, VA, with 32 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Corporate Executives, Estate Planning, and 5 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.
Contact
Michael Joyce
Location
1806 Summit Ave, 100, Richmond, VA, 23230
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is a General Partner for MJA Special Opportunities Fund, LLC and Managing Member of Bromley Partners, LLC, and a Trustee for Jesse C. Eisel Testamentary Trust, dedicating minimal time to each. He also serves as Vice President of the Board and Chair of the Development Committee for the NAPFA Foundation, a charitable organization, also dedicating minimal time.
Employment History
Current Registrations
Cw Advisors, LLC
Previous Registrations
Agili, P.C.
Michael Joyce & Associates, P.C.
State Registrations2 states
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