CVW Financial is a financial planning and advisory firm that manages investments. CVW takes a comprehensive view of your financial life and makes recommendations on how to achieve your goals, including debt management, saving, college planning, and insurance needs. CVW offers discretionary portfolio management services, making investment decisions based on your objectives. CVW favors a long-term buy-and-hold approach, primarily using index funds and exchange-traded funds.
Assets Under Management$9.8M
Clients36
Advisors1
Avg. per Client$270K
Avg. per Advisor$9.8M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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