Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CWP's annual fee for Investment Management Services will not exceed 1.75% of the market value of the client’s portfolio, including cash and cash equivalents. The fee is subject to negotiation. CWP only reduces or waives advisory fees for employees and their family members. CWP requires new clients to have a minimum account size based on a strategy offered as follows: $100,000 for Hedged ETF Portfolio, $300,000 for Enhanced Dividend Income Portfolio, and $1,000,000 for Tactical Transition.
Areas of Practice
Advisor Information
Office location
9015 Strada Stell Ct, Suite 203, Naples, FL, 34109
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
Joey sells life, health, disability, annuities, and long-term care insurance products with various companies since 2019. This takes a few hours per week, with about half of that time during trading hours.