David Locher is a registered investment advisor at Cw Advisors, LLC, based in New Hope, PA, with 15 years of industry experience. David 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
121 Old York Road, New Hope, PA, 18938
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cw Advisors, LLC
Previous Registrations
Cms Wealth Management
State Registrations1 state
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