Advisor at CWA Asset Management Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
CWA Asset Management Group
Location
Centerville, PA
Credentials
Series 63, Series 65
Industry experience
1 year
$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+: 0.50%
Performance-based fees up to 19% Incentive Allocation on net profits for private funds, such as Global New Leaders Fund; up to 5% for Opportunity Fund
Capital Wealth Advisors, LLC
2025 - Present (1 year)
First National Bank
2012 - 2025 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, CFA®, Series 65
Titusville, PA
Wealthcare Advisory Partners LLC
Series 66
Townville, PA
PNC Wealth Management
Series 66
Pleasantville, PA
Ameriprise
Series 66
Titusville, PA
LPL Enterprise
Series 63, Series 66
Erie, PA
LPL Enterprise
Series 66
Titusville, PA
Edward Jones
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