Credentialed Wealth Advisors offers investment advice tailored to clients' needs, including asset allocation strategies for investments like stocks, bonds, and mutual funds. They also provide financial planning consulting services, such as risk assessment, estate planning, and financial decision-making. CWA manages accounts for individuals and high net worth individuals, offering both discretionary and non-discretionary investment advisory services.
Assets Under Management$140M
Clients302
Advisors3
Avg. per Client$460K
Avg. per Advisor$47M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Assisted Investing fee schedule. Custom Investing fees are higher. Certain legacy clients pay 0.25% annually. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...