Cw Advisors, LLC

CW Advisors, LLC, established in Boston, specializes in providing investment management services through a Wrap Fee Program. The firm offers a bundled fee structure covering various costs, including securities transaction fees and administrative expenses. Clients are not charged additional fees based on trading activity or investment selection. Fees range from 50 to 100 basis points annually, based on assets under management. The firm's compensation is solely from client fees, with no additional compensation for recommending the program. Clients must maintain a minimum of $250,000 in assets to participate. CW Advisors serves individuals, trusts, foundations, and corporations. The firm acts as the sole portfolio manager, providing similar management processes for all client accounts. Clients have the flexibility to make additions or withdrawals from their accounts, with fees debited quarterly based on account value. The firm's Code of Ethics ensures client interests are prioritized, and personal trading policies are in place to prevent conflicts of interest. Additionally, CW Advisors discloses potential conflicts, such as receiving benefits from custodians, to ensure transparency. The firm has no financial commitments impairing its ability to meet client obligations and has not been involved in bankruptcy proceedings.