Choice Wealth Advisors (CWA) offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans. CWA creates customized investment strategies using primarily low-cost, diversified mutual funds and exchange-traded funds (ETFs). CWA also offers financial planning services covering investment planning, retirement planning, personal savings, education savings, and insurance needs. CWA may refer clients to independent managers and other specialists.
Fee Structure
Choice Wealth Advisors' investment management fee ranges from 0.75% to 1.50% annually, based on the amount you invest, the complexity of services, and your overall relationship with the firm. The fee is based on the value of your portfolio at the end of the prior quarter and is paid quarterly, in advance. Fees may be negotiable. If CWA recommends using independent managers, the total fee, including CWA's fee and the independent manager's fee, will not exceed 2.00% annually.