Cwa Asset Management Group Fees & Minimum

Overview

Headquarters: Naples, FL
Total Firm Assets: $4.5 billion
Average High-Net-Worth Client Portfolio Size: $4.2 million

Fee Disclosure

Source: CWA FORM ADV PART 2A (2026-03-31) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$2,500,000	1.15%
$2,500,001	$5,000,000	1.00%
$5,000,001	$15,000,000	0.85%
$15,000,001	$25,000,000	0.75%
$25,000,001	$35,000,000	0.65%
$35,000,001	$45,000,000	0.55%
$45,000,001	and above	0.50%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$11,500	1.15%
$5 million	$53,750	1.08%
$10 million	$96,250	0.96%
$50 million	$358,750	0.72%
$100 million	$608,750	0.61%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Florida for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 86.51%
Number of High-Net-Worth Clients: 923
Total Client Accounts: 5,041
Discretionary Accounts: 4,839
Non-Discretionary Accounts: 202

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 158940

CWA FORM ADV PART 2A (2026-03-31) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Cwa Asset Management Group