CW Advisors offers personalized investment management, wealth management, and financial planning services to individuals, high-net-worth families, trusts, estates, and business entities. CW Advisors builds tailored portfolios using a core and satellite approach, incorporating active, passive, and quantitative strategies across various asset classes, including stocks, bonds, exchange-traded funds, and alternative investments. CW Advisors also provides family office services for eligible clients with complex needs and offers sub-advisory and consulting solutions to other independent registered investment advisors through its division, CW Advisor Solutions. CW Advisors acts as a fiduciary, legally required to act in your best interest, and tailors its services to each client's risk tolerance, goals, and time horizon.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees generally range up to 1.50% annualized based on total assets managed. Fees are negotiable depending on account size, complexity, and specific strategies.
