Assets Under Management
$3.3B
Number of Clients
1,575
Number of Advisors
41
Average Client AUM
$2.1M
AUM per Advisor
$81.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
CWA offers portfolio management, investment advisory, family office, and financial planning services. They manage assets based on client goals, using proprietary models and grandfathered strategies. Services are tailored to individual client needs and may include sub-advisors. CWA also provides retirement plan services and recommends private funds.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.15% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $15.0M | 0.85% |
| $15.0M - $25.0M | 0.75% |
| $25.0M - $35.0M | 0.65% |
| $35.0M - $45.0M | 0.55% |
| $45M+ | 0.50% |
Investment advisory fees are negotiable.
9130 Galleria Court, Third Floor, Naples, FL, 34109