Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CWM charges fees for asset management, financial planning, and retirement program services. Asset management fees are based on a percentage of assets managed. Financial planning fees can be charged for Focused Wealth Plans and True Wealth Plans. Fees may be negotiable. The specific fees and services will be detailed in your advisory agreement.
Areas of Practice
Advisor Information
Office location
4665 Cornell Rd., Ste. 160, Cincinnati, OH, 45241
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Robert Joseph LemmonsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Robert serves on the board and finance committee for OTR Soup Kitchen, a non-investment related activity. This takes a few hours per week of Robert's time.
Employment History
Current Registrations
Cwm, LLC
Total Wealth Planning, LLC
Previous Registrations
Financial Management Group INC
Wealth Dimensions Group, Ltd.
State Registrations2 states
Exams