Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: CW Advisors discloses a maximum, individually negotiated rate of 1.5% in its Form ADV Part 2A (August 26, 2026). Converted to dollars, that runs $7,500 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Form ADV Part 2A (August 26, 2026): “Generally, in a dual contract arrangement, fees payable to the Advisor for wealth management services will range up to 150 basis points (annualized) multiplied by the total assets managed by the Advisor.”
Note: CRD 310873 is ACTIVE and SEC registered per a live IAPD lookup performed this session (isSECRegistered: Y, iaScope: ACTIVE). CW Advisors’ own brochure states total assets under management of $15,224,527,279 as of December 31, 2025 ($14,786,804,899 discretionary plus $437,722,380 non-discretionary), confirmed directly against the fetched brochure text. The firm also maintains a legacy only Wrap Fee Program with published dollar breakpoints (100 basis points up to $500,000, 75 basis points from $500,001 to $1,000,000, 50 basis points above $1,000,000, fetched and reviewed this session), but that program is closed to new clients, so the dual contract wealth management ceiling below, the pricing path actually available to a new individual client, is used instead. No minimum fee is disclosed for the dual contract wealth management fee.
The published maximum: 1.5% per year.
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $3,750 | 1.50% |
| $500,000 | $7,500 | 1.50% |
| $1,000,000 | $15,000 | 1.50% |
| $2,000,000 | $30,000 | 1.50% |
CW Advisors’ current wealth management fee for new clients in a dual contract arrangement is disclosed only as a ceiling, up to 150 basis points of assets managed, with no published dollar breakpoints; that one and a half percent ceiling is applied to each balance shown.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, CW Advisors’s own published maximum rate runs up to $7,500 a year.
Comparing CW Advisors against a full move? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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- Form ADV Part 2A (August 26, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056138
- SEC Investment Adviser Public Disclosure, CW Advisors, LLC (CRD #310873): https://adviserinfo.sec.gov/firm/summary/310873
- CW Advisors, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/310873/PDF/310873.pdf
Methodology. This page was built September 28, 2026, drawing on CW Advisors’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Thinking about leaving CW Advisors instead of pricing what you would pay to stay? See what it costs to leave, or read the general mechanics of switching financial advisors.
Weighing whether to move ahead? Read the full CW Advisors review.
Is CW Advisors a fiduciary? See what its own Form CRS says, and how that compares to what you would pay.
What does it take to open an account? See CW Advisors’s minimum investment, straight from its own Form ADV Part 2A brochure.
Comparing CW Advisors against other options? See CW Advisors alternatives, including a lower-fee full-service firm, a flat-fee route and a robo/hybrid.