Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: CW Advisors is registered with the SEC as an investment adviser (CRD #310873, confirmed ACTIVE this session via SEC IAPD). Per its own current fee brochure, a $500,000 account would run up to $7,500 a year (the published maximum) under its published fee schedule. Already a client and thinking about leaving? Budget $50 if Schwab custodies your account. This review covers what its fee brochure and current SEC registration confirm today; this firm also has a fiduciary-status page and minimum-investment page on this site.
For a closer look at this firm: CW Advisors Alternatives.
CW Advisors at a glance
| Fact | What CW Advisors’ own pages say |
|---|---|
| Legal entity | CW Advisors, LLC |
| Registration | CW Advisors, LLC is registered with the SEC as an investment adviser (CRD #310873, confirmed ACTIVE this session via SEC IAPD). |
| Fee on a $500,000 account | Up to $7,500 a year (the published maximum), per its own current brochure |
| Minimum to open an account | See the minimum-investment page for CW Advisors |
| Cost to leave (exit fee) | $50 if Schwab custodies your account |
What CW Advisors’ own fee schedule charges
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.
“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.”
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.
| Account balance | Annual fee |
|---|---|
| $250,000 | $3,750 |
| $500,000 | $7,500 |
| $1,000,000 | $15,000 |
| $2,000,000 | $30,000 |
See the full breakdown, including how the figure is calculated, on CW Advisors’ own fee page.
Registration
CW Advisors, LLC is registered with the SEC as an investment adviser (CRD #310873, confirmed ACTIVE this session via SEC IAPD).
This is a registration confirmation only, not a fiduciary-standard verdict (a registered investment adviser can still be a dual registrant with a broker-dealer, which changes which standard applies in each capacity). For the fiduciary-standard question itself, see the fiduciary-status page for CW Advisors.
What it costs to leave
CW Advisors, LLC’s Form ADV Part 2A states “The Client or the Advisor may terminate their agreement upon up to thirty (30) days written notice to the other party.” CW Advisors, LLC names two possible custodians in its brochure, with no single default. Charles Schwab & Co., Inc.’s own published fee schedule states “Full transfer (out) of assets: $50 per account.” Fidelity Brokerage Services LLC / National Financial Services LLC (operating as Fidelity Clearing & Custody Solutions) discloses no comparable line item (an honest gap).
The full walkthrough for CW Advisors is on our how to leave CW Advisors page; the general mechanics of switching financial advisors and a dated termination letter apply regardless of firm.
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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 IAPD firm summary (CRD #310873, checked September 28, 2026): https://adviserinfo.sec.gov/firm/summary/310873
Methodology. This page was built September 28, 2026, drawing directly on CW Advisors’ own current fee brochure, linked above, and a fresh SEC IAPD registration check run the same day. As of September 28, 2026, this site publishes a fiduciary-status page and a minimum-investment page for CW Advisors; where the exit-fee page already exists it is linked above and drawn from that already-sourced page. Any fact we could not independently confirm 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 CW Advisors’ own Form ADV Part 2A and Form CRS. We have not used CW Advisors as a client. CW Advisors did not pay for, review, or influence this content. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
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