Cw Advisors, LLC
Assets Under Management
$9.3B
Number of Clients
3,296
Number of Advisors
81
Average Client AUM
$2.8M
AUM per Advisor
$114.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
CW Advisors provides tailored investment management and wealth management services, including financial planning, to individuals, high net worth individuals, families, trusts, estates, and charitable organizations. They offer various risk-managed strategies and may use third-party money managers. Family office services are available for qualified clients.
Fee Structure
Minimum Investment:$1M
Financial Planning:Included in AUM fee
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingHigh Net Worth
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Location
155 Seaport Blvd, 3rd Floor, Boston, MA, 02210
81 Advisors at this firm
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