Cwm, LLC
Assets Under Management
$33.8B
Number of Clients
43,706
Number of Advisors
588
Average Client AUM
$773K
AUM per Advisor
$57.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
CWM, LLC offers personalized investment management services based on client needs and objectives. They sponsor managed asset programs through custodians like Fidelity and Schwab. Services are provided on a discretionary basis. CWM also offers financial planning services, including Focused Wealth Plans and True Wealth Plans, and sub-advisory services to other advisors.
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
Location
14600 Branch St., Omaha, NE, 68154
