Kimball Pierce is a ChFC-designated registered investment advisor at Cw Advisors, LLC, based in Boston, MA, with 17 years of industry experience. Kimball operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 3,296 clients with $9.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CW Advisors generally charges a percentage of the assets they manage for investment management services. The fee typically ranges from 0.50% to 1.50% annually. Clients may also be responsible for fees charged by investment managers they contract with. Fees may vary based on account size, complexity, and investment strategies employed.
Location
155 Seaport Blvd, 3rd Floor, Boston, MA, 02210
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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.
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Kimball is a member of Six Peak Capital Management, LLC, managing a debt investment to Fetch. He sits on the investment committee, dedicating minimal time to this activity.
Employment History
Current Registrations
Cw Advisors, LLC
Previous Registrations
Rovin Capital
Goldman, Sachs & CO.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
E*trade Securities LLCBroker
Morgan Stanley & CO., Incorporated
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Edward JonesBroker
State Registrations1 state
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