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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 455 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
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.