Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.15% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $15.0M | 0.85% |
| $15.0M - $25.0M | 0.75% |
| $25.0M - $35.0M | 0.65% |
| $35.0M - $45.0M | 0.55% |
| $45M+ | 0.50% |
Investment advisory fees are negotiable depending upon the needs of the client and complexity of the client’s situation. Certain legacy advisory clients pay fees according to a different fee schedule, which could include fees of up to 1.75% of the first $1,000,000 of assets under management, and fees of up to 1.25% of any assets between $1,000,000 and $10,000,000.
Fee Estimator
CWA charges an annual fee based on assets under management, as detailed in the fee table. These fees are negotiable depending on the client's needs and complexity. Certain legacy clients may pay fees up to 1.75% on the first $1,000,000 and up to 1.25% on assets between $1,000,000 and $10,000,000. Fees are calculated on the net asset value at the end of the prior quarter and paid quarterly in advance. Clients investing in CWA Private Funds will pay management and performance-based fees as outlined in the fund documents, in addition to CWA's management fee. Clients investing in the Capital Tax Advantage Strategy (CTAS) will pay an additional 0.25% quarterly. Fees for family office and financial planning services are negotiated separately.
Areas of Practice
Advisor Information
Office location
9130 Galleria Court, Third Floor, Naples, FL, 34109
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Jason is insurance licensed, but the filing does not specify the type of insurance or time commitment.