David Lake
David Lake is a registered investment advisor at Cwp Private Wealth Management, based in West Bend, WI, with 27 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning. Their firm serves 511 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and charged at a maximum rate of 2.0% annually, payable monthly in arrears.
Fee Estimator
Location
1755 W. Paradise Dr., West Bend, WI, 53095
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2004Other Business Activities
David is a member, manager, and executive vice president of Black Earth LLC, a real estate investment company. He is also the president and owner of Capital Wealth Advisors, LTD, and a member of HBW RIA Services, LLC, both registered investment advisors.
Employment History
Current Registrations
Cwp Private Wealth Management
Capital Wealth Advisors, LTD.
Previous Registrations
Wisconsin Wealth Advisors, LLC
Harbour Investments, INC.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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