| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.50% |
| $15.0M - $20.0M | 0.45% |
| $20.0M - $25.0M | 0.40% |
| $25M+ | 0.35% |
Fees are negotiable at CWA's sole discretion, and in certain cases, CWA aggregates the assets under management of related accounts for purposes of determining which breakpoint applies.
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Learn about disclosures →Brian has a minority ownership in Tectonic Financial, Inc., which owns several financial affiliates including HWG Insurance Agency, LLC. He also owns interests in three entities related to CWA, providing services or referrals related to clients' businesses, spending minimal time on these activities.