CW Securities, LLC (CWS) offers investment advice and manages portfolios for individuals, retirement plans, trusts, estates, charities, and corporations. CWS works with clients to establish investment goals and objectives and then creates and manages a portfolio to meet those needs. CWS manages accounts on a discretionary basis, meaning they can make trades without asking you first. CWS also offers financial planning and consulting services.
Assets Under Management$100M
Clients145
Advisors3
Avg. per Client$710K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
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 are negotiable for accounts over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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