Charleston Wealth Advisors (CWA) manages investment portfolios and provides financial planning services tailored to individual client needs. CWA works with clients to establish financial goals and objectives, develop investment plans, and manage portfolios based on those plans. Financial planning services cover areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies.
Assets Under Management$61M
Clients73
Advisors1
Avg. per Client$840K
Avg. per Advisor$61M
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 | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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