Cwp Private Wealth Management

Fee-Only (% of Portfolio)Fixed/Hourly

CWP Private Wealth Management is a registered investment advisor that provides continuous investment management and financial planning services to a wide variety of clients, including individuals, businesses, trusts, and estates. CWP Private Wealth Management creates personalized investment strategies and builds portfolios containing stocks, bonds, mutual funds, exchange-traded funds, and annuities. In addition to managing investments, CWP Private Wealth Management offers financial planning and consulting projects covering retirement planning, insurance analysis, and comprehensive financial plans. CWP Private Wealth Management also provides business consulting to other financial professionals and acts as a sub-advisor for other registered investment advisors.

Assets Under Management$280M
Clients511
Advisors2
Avg. per Client$540K
Avg. per Advisor$140M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable and charged at a maximum rate of 2.0% annually, payable monthly in arrears.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

2 Advisors at this firm

Cwp Private Wealth Management - Fees, AUM & Advisors | TrueAdvisor