Carl Rowits is a registered investment advisor at Cwr Capital Management LLC, based in Lancaster, PA, with 4 years of industry experience. Carl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 18 clients with $2.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CWR Capital Management charges a monthly fee, not a percentage of your portfolio. The monthly fee is based on the total value of your investments:
- $0 - $10,000: $10/month
- $10,001 - $15,000: $15/month
- $15,001 - $35,000: $35/month
- $35,001 and up: $50/month
These fees are negotiable.
Location
Lancaster, PA
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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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Carl is a Senior Accountant at Exelon Corporation, a full-time position. He prepares financial statements and reports for the company and presents them to managers.
Employment History
Current Registrations
Cwr Capital Management LLC
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.