Cwp Private Wealth Management
Assets Under Management
$221.7M
Number of Clients
455
Number of Advisors
2
Average Client AUM
$487K
AUM per Advisor
$110.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
CWP Private Wealth Management offers discretionary investment management services, monitoring portfolios continuously. They analyze client financial circumstances, goals, and restrictions to provide tailored recommendations. The firm also offers financial planning and consulting services, including developing financial plans and assisting with implementation. CWP may also provide sub-advisory services to other investment advisory firms.
Fee Structure
Fees for investment management are calculated as a percentage of assets under management, with a maximum fee of 2.0%. These fees are payable monthly in arrears. Financial planning and consulting services are charged on a fixed fee per project or hourly basis, with an hourly rate of $250, which may be negotiable. Business consulting fees range from $200-$300 per hour and are negotiable.
Areas of Practice
Location
1755 W. Paradise Dr., West Bend, WI, 53095