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
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Customer Dispute
October 2008Other Business ActivitiesSells Insurance
Brent receives referral fees from Estate Documents Pro and owns Pro Financial Health, dedicating minimal time to each. Brent is also a partner and agent at Capital Wealth Insurance LLC, selling insurance, and has ownership roles in Merition Advisors LLC and Capital Wealth Holding LLC, spending minimal time on these ventures, plus a silent investment into Commercium.