Cw Investment Advisers, LLC

Fee-Only (% of Portfolio)

CW Investment Advisers offers investment advice and management services focused on real estate investments, including mortgage and mezzanine loans, and equity investments in commercial and residential properties. Their clients include pooled investment vehicles, real estate funds, institutional investors, and high-net-worth individuals. Cottonwood Management, LLC, an affiliate, provides real estate investment management expertise.

Assets Under Management$880M
Clients26
AdvisorsN/A
Avg. per Client$34M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

CW Investment Advisers charges an investment management fee of up to 2.0% per year based on the net asset value of your portfolio. This fee is generally calculated and charged quarterly. There may also be origination or acquisition fees for debt and equity investments, not to exceed 1% of the loan amount or purchase price.

Loading...
Location

0 Advisors at this firm

No advisors found for this firm.
Cw Investment Advisers, LLC | TrueAdvisor