CPA Wealth Advisors, operating also as advisorsitrust, helps individuals find suitable portfolio managers. CPA Wealth Advisors gathers information about the individual's financial situation and investment objectives, then recommends one or more managers that may be appropriate. CPA Wealth Advisors is paid a fee by the manager in exchange for making the referral. CPA Wealth Advisors also provides investment research to certain managers.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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