Hbw RIA Services, LLC
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
N/A
About This Firm
HBW RIA Services, LLC is a fee-only investment management firm that acts as a solicitor, referring advisory clients to RIA Services, LLC d/b/a CWP Private Wealth Management. HBW is compensated with solicitor fees, which are a percentage of the gross fees earned by the referral partner. The client's fee remains the same whether HBW is involved or not.
Fee Structure
HBW RIA Services, LLC is compensated through solicitor fees paid by CWP Private Wealth Management, calculated as a percentage of assets under management. The fee to the client is the same whether HBW is involved or not. Clients are responsible for all transaction, custody, and other brokerage and custodial fees.
Areas of Practice
Location
1755 W Paradise Drive, Suite 102, West Bend, WI, 53095