Bryan Wiepert is a registered investment advisor at Cwc Advisors, LLC, based in Lake Oswego, OR, with 25 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 219 clients with $420M 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% |
CWC Advisors, LLC offers asset management services for an annual fee based on the amount of assets managed. This fee generally varies between 0.50% and 1.50%, depending on the size and composition of your portfolio and the investment strategies used. Cascade Wealth Group offers asset management services with fees ranging from 0.90% to 1.30% of assets managed. Cascade Wealth Group will recommend CWC's investment strategy for a fixed annual management fee of 0.35%, which is in addition to the management fee paid to Cascade.
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 Registrations3 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.