Joshua Rivers is a CFP-designated registered investment advisor at Cw Advisors, LLC, based in Columbia, MD, with 23 years of industry experience. Joshua 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
6345 Woodside Court, Suite 100, Columbia, MD, 21046
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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.
Learn about disclosures →Employment History
Current Registrations
Cw Advisors, LLC
Previous Registrations
Pinnacle Advisory Group, INC.
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
Wfg Investments, INC.Broker
Keel Point Advisors, LLC
American Securities Group, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
VALIC Financial Advisors, INC.Broker
The Variable Annuity Marketing CompanyBroker
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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