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 Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 6 more. Their firm serves 6,542 clients with $15B 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 | 1.50% |
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
Location
West Chester, PA
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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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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.
Exams
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