Gary Woolworth is a registered investment advisor at Cwc Advisors, LLC, based in Lake Oswego, OR, with 20 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 2 more. Their firm serves 232 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $1.0M | 1.10% |
| $1M+ | 0.90% |
CWC Advisors main schedule ranges from 0.50% to 1.50% depending on portfolio composition and services. Cascade clients investing via CWC strategy pay an additional fixed annual fee of 0.35% to CWC. Fees may be negotiable.
Fee Estimator
Location
5800 Meadows Road, Suite 230, Lake Oswego, OR, 97035-8899
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Gary is on an investment committee for Alera Management Group LLC. This requires a few hours per week.
Employment History
Current Registrations
Cwc Advisors, LLC
Previous Registrations
Cwc Advisors, LLC
State Registrations2 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.
Exams
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