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
1016 Collier Center Way, Suite 101, Naples, FL, 34110
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 Activities
Jeffrey is a tax partner at T. Bass & Associates, LLC, a CPA firm, dedicating nearly full-time hours to this role. He also serves as the Chief Compliance Officer for CapitalRock Financial, LLC, an investment adviser, spending a few hours per week on this activity.