Bryan Wiepert is a registered investment advisor at Cwc Advisors, LLC, based in Lake Oswego, OR, with 26 years of industry experience. Bryan 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 →Employment History
Current Registrations
Cwc Advisors, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations4 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
More Advisors
- Kimberly Perreira, CFPMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Claudia Porter, CFPRfg Advisory, LLC
- Todd Caldwell, CFPCharles Schwab & CO., INC.
- Nikolaas Schuurmans, CFAWaverly Advisors, LLC
- Tracy Garcia, CFPTbg Investing
- Scott Theodorson, CFPVergepointe Wealth Management, LLC