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
11495 North Pennsylvania Street, Suite 245, Carmel, IN, 46032
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Amelia Ann WestRegulatory 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
Amelia serves on the Indiana Education Savings Authority Board, overseeing the Indiana 529 College Savings Plan, dedicating minimal time. She is also a co-owner of Saint Adrian Meats & Sausage, LLC, handling bookkeeping and dedicating a few hours per week.
Employment History
Current Registrations
Cwm, LLC
Total Wealth Planning, LLC
Previous Registrations
Howell Financial Advisors, INC.
Commonwealth Financial Network
Commonwealth Financial Network Broker
Thurston, Springer, Miller, Herd & Titak, INC.Broker
Thurston, Springer, Miller, Herd & Titak, INC.
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC. Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
Exams