Kenneth Kamen is a registered investment advisor at Cw Advisors, LLC, based in Yardley, PA, with 43 years of industry experience. Kenneth 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
Yardley, PA
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Regulatory History (1)
Regulatory
December 1991Employment History
Current Registrations
Cw Advisors, LLC
Previous Registrations
Mercadien Asset Management, LLC
Mercadien SecuritiesBroker
Kirlin Securities INC.Broker
Kirlin Securities INC.Broker
Princeton Securities CorporationBroker
Fahnestock & CO., INC.Broker
Fahnestock International INC.Broker
Fahnestock & CO., INC.Broker
Rooney, Pace INC.Broker
G. K. Scott & CO., INC.Broker
Blinder, Robinson & Co.,inc.Broker
State Registrations2 states
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.