CB
CB

Christopher Bleuher

29 Years of Experience
Avila Beach, CA
1 Disclosure

Christopher Bleuher is a registered investment advisor at Cw Advisors, LLC, based in Avila Beach, CA, with 29 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 6 more. Their firm serves 6,542 clients with $15B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
97 advisors
Number of Clients
6,542 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$15.2B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees generally range up to 1.50% annualized based on total assets managed. Fees are negotiable depending on account size, complexity, and specific strategies.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6639 Bay Laurel Place, Suite B, Avila Beach, CA, 93424-0130

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History

Regulatory History (1)
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Customer Dispute
July 2014
Settled
Employment History
Current Registrations
Cw Advisors, LLC
October 2020 - Present · 6 yrs
Previous Registrations
Congress Wealth Management LLC
March 2020 - December 2020 · 9 mos
Domus Capital Group, LLC
November 2012 - April 2020 · 7 yrs 5 mos
Wells Fargo Advisors, LLC
March 2009 - November 2012 · 3 yrs 8 mos
UBS Financial Services INC.
December 2002 - April 2009 · 6 yrs 4 mos
Merrill Lynch Pierce Fenner & Smith INC.
July 1997 - December 2002 · 5 yrs 5 mos
State Registrations1 state
CA
Advisor

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Exams
No exam information available for this advisor.
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