Mary Johnson

CFP

Cwm, LLC

8 Years of Experience

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Firm Information

Cwm, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

588 advisors

Number of Clients

43,706 clients

Average Client Portfolio

$773K average

Assets Under Management

$33.8B

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.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning

Advisor Information

Office location

Bellevue, WA

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Regulatory History

Clean regulatory record

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.