David Kauffman is a CFP-designated registered investment advisor at Cw Advisors, LLC, based in Boston, MA, with 26 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 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.
Location
155 Seaport Blvd, 3rd Floor, Boston, MA, 02210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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David is a partner at Waypoint Consulting Group in Columbia, MD, an activity that is not investment-related. He spends minimal time on this activity.
Employment History
Current Registrations
Cw Advisors, LLC
Previous Registrations
Pinnacle Advisory Group, INC.
Ferris, Baker Watts Incorporated
Morgan Stanley
Capital Investment Advisors
State Registrations1 state
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