Change Wealth Advisors (CWA) provides ongoing portfolio management services based on your individual financial situation, goals, and risk tolerance. CWA also offers financial planning services covering investments, taxes, insurance, retirement, college, and debt/credit management. Financial planning is not offered as a standalone service. CWA primarily recommends ETFs, index funds, and mutual funds.
Assets Under Management$67M
Clients87
Advisors2
Avg. per Client$770K
Avg. per Advisor$34M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.50% |
| $200K+ | 1.00% |
Financial planning is included at no additional cost if assets under management are at least $300,000. Clients can combine multiple household accounts to receive a lower tiered schedule fee.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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