CWC Advisors LLC operates under multiple business names including Cascade Wealth Group and Exceptional Portfolio. The firm provides investment management and financial planning services to individuals, high net worth clients, and institutions. CWC Advisors builds diversified portfolios primarily utilizing large-cap, small-cap, international, and fixed-income exchange-traded funds and mutual funds, alongside individual securities and private placement opportunities like the Alera Bridge Fund. The firm tailors its services based on client risk tolerance, time horizons, and liquidity needs, offering both discretionary and non-discretionary portfolio management. CWC Advisors also provides advice on assets held outside its direct management, such as employer-sponsored retirement plans, variable life insurance, and annuities. Additionally, the firm may select and monitor third-party money managers to handle portions of client assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $1.0M | 1.10% |
| $1M+ | 0.90% |
CWC Advisors main schedule ranges from 0.50% to 1.50% depending on portfolio composition and services. Cascade clients investing via CWC strategy pay an additional fixed annual fee of 0.35% to CWC. Fees may be negotiable.