Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CWA's annual fee for portfolio management services ranges up to 2.25%, depending on asset value, service complexity, and administration level. Fees are billed quarterly in advance. Financial planning fees are negotiated based on scope and complexity, with an estimate provided upfront. Fees may be offset if portfolio management services are used. Clients may also incur mutual fund and ETF fees, as well as brokerage charges.
Areas of Practice
Advisor Information
Office location
17015 North Scottsdale Road, Suite 250, Scottsdale, AZ, 85255
Get directionsRegulatory History (3)
Customer Dispute
August 1998Customer Dispute
July 1996Customer Dispute
June 1996Other Business ActivitiesSells Insurance
Robert owns RDW & Associates, Inc., an S Corp for business and bill payments, dedicating minimal time. He is also a partner in Capital Wealth Holdings LLC and Capital Wealth Alliance, LLC, spending nearly full-time as CCO and IAR for the latter. Robert is also a partner and agent at Capital Wealth Insurance LLC, dedicating a few hours per week.