Eric Zeltner is a CFP-designated registered investment advisor at Cw Advisors, LLC, based in Wynnewood, PA, with 11 years of industry experience. Eric 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
308 E Lancaster Ave, 3rd Floor, Wynnewood, PA, 19096
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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
Mainline Securities LLCBroker
Mainline Private Wealth, LLC
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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