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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Jonathan William AndreRegulatory 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 →Employment History
Current Registrations
Cwm, LLC
Total Wealth Planning, LLC
Previous Registrations
Financial Management Group INC
State Registrations2 states
Exams
Additional Information
As Investment Advisor, Jon is responsible for client investment reviews, managing investment portfolios, and providing investment research to the Investment Policy Committee.After a productive internship in 2002, he joined FMG full time. Jon has a Bachelor of Science in Business Administration degree in Finance fromXavierUniversityand is a CERTIFIED FINANCIAL PLANNER™. Jon is a member of the National Association of Personal Financial Advisors, the Financial Planning Association and the Investment Policy Committee.