CW Securities is an independent investment advisory firm that builds and manages personalized investment portfolios based on each client's specific goals, risk tolerance, and time horizon. CW Securities manages accounts on a discretionary basis, meaning the firm makes trades on the client's behalf. The firm offers several investment strategies ranging from fixed income to aggressive growth, utilizing stocks, bonds, and mutual funds. In addition to investment management, CW Securities provides comprehensive financial plans and targeted consulting services on estate planning, insurance, and retirement. The firm works with individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees for accounts over $1,000,000 are negotiable.