Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: CW Advisors’ brochure states that, as part of an August 2026 amendment, it removed the minimum relationship size it previously required for wealth management clients, and discloses no minimum annual fee in its place.
The minimum, in the firm’s own words
“The Advisor has removed its minimum relationship size.”
Minimum investment and what it would cost
| Program | Minimum investment | Annual fee at that minimum | Waivable? |
|---|---|---|---|
| wealth management relationship | No minimum (removed August 2026) | Varies with account size | N/A, no minimum to waive |
| Source: Form ADV Part 2A, August 26, 2026 | |||
CW Advisors’ own fee schedule at other balances
| Account balance | Annual fee |
|---|---|
| $250,000 | $3,750 |
| $500,000 | $7,500 |
| $1,000,000 | $15,000 |
| $2,000,000 | $30,000 |
What a larger account would cost
The minimum is only the entry point. On a $500,000 account, CW Advisors’ own published fee schedule runs up to $7,500 a year (the published maximum); see the full dollar breakdown from CW Advisors’ own fee disclosure across several account sizes.
Comparing minimums across firms? See what it takes to open an account with Merit Financial Advisors.
Already a client and thinking about the minimum a different way, like whether you could get a better deal elsewhere? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
Compare your next step
Just comparing fees? Keep reading the fee guide.Optional next step
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Source: WiserAdvisor’s service descriptionSources
- 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, quoting directly from CW Advisors’ own current Form ADV Part 2A / wrap-fee brochure, with the source linked above. The annual-fee-at-the-minimum figure applies that same brochure’s own published fee schedule to the disclosed minimum dollar amount; any distinction 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, and it is not a substitute for reading the firm’s own Form ADV Part 2A. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.