Firm Information
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
Watertown, MA
Get directionsRegulatory 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.
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Barry is the Vice President, Asset Allocation Strategist for CWM, LLC DBA Carson Partners, CWM, LLC DBA Carson Group Holdings, and Carson Group Investing (CGI, LLC). These roles involve supporting asset allocation processes, developing asset allocations, and portfolio construction, taking up nearly full-time.