Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
HBW RIA Services, LLC is compensated through solicitor fees paid by CWP Private Wealth Management, calculated as a percentage of assets under management. The fee to the client is the same whether HBW is involved or not. Clients are responsible for all transaction, custody, and other brokerage and custodial fees.
Areas of Practice
Advisor Information
Office location
1755 W. Paradise Dr., West Bend, WI, 53095
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is an independent insurance agent since 1986, dedicating minimal time to insurance sales. He also works as a business manager for Capital Wealth Plan, LLC, dedicating about a third of his time, and is a member/chief compliance officer of HBW RIA Services, LLC, dedicating nearly full-time hours.