Markell Staffieri is a ChFC-designated registered investment advisor at Cw Advisors, LLC, based in Boston, MA, with 17 years of industry experience. Markell 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.
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Markell is an executor for the Patterson family, sits on the board of directors for two foundations, and is treasurer for both Special Operations Wounded Warriors and Four Peaks Little League. Markell is also CEO, owner, and financial advisor at Empire Wealth Advisors Inc and a member of Six Peak Capital Management, LLC, dedicating minimal time to the latter two.
Employment History
Current Registrations
Cw Advisors, LLC
Previous Registrations
First Allied Advisory Services, INC.
Rovin Capital
First Allied Securities, INC.
First Allied Securities, INC.Broker
Lincoln Financial Securities CorporationBroker
State Registrations1 state
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