Eric Lanshe is a CFA-designated registered investment advisor at Cw Advisors, LLC, based in West Chester, PA, with 26 years of industry experience. Eric 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
West Chester, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Eric works as a Senior Portfolio Analyst at Capital Mgmt. Svcs., Inc., a registered investment advisor, providing wealth management, advisory services, and financial planning. This role occupies all of Eric's time.
Employment History
Current Registrations
Cw Advisors, LLC
Previous Registrations
Cms Wealth Management
Apw Capital, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Primevest Financial Services, INC.Broker
Primevest Financial Services, INC.
Newport Capital Group, LLC
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
Ensemble Financial Services, INC.Broker
Ensemble Financial Services, INC.
Ensemble Financial Services, INC.Broker
Comprehensive Investment Solutions, LLC
CPA Investment Solutions, LLC
Comprehensive Investment Solutions INC
F.J. Morrissey & CO., INC.Broker
Bhc Securities, INC.Broker
State Registrations1 state
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.