Douglas Wells is a registered investment advisor at Cwm, LLC, based in Akron, OH, with 43 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 52,669 clients with $51B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CWM, LLC charges an annual fee based on a percentage of the value of your investments. This fee can be up to 2.50% annually. The exact fee is negotiable and depends on factors like the size of your account, the types of assets, and the complexity of your situation. Different investment advisor representatives may charge different fees for the same services. CWM retains a portion of the fee for administrative and support services. Fees are typically deducted from your account quarterly.
Location
3560 W Market Street, Ste. 340, Akron, OH, 44333
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Regulatory History (1)
Customer Dispute
February 2000Other Business Activities
Douglas is a registered representative with Cabot Lodge Securities LLC, selling securities and dedicating a few hours per week. He also participates in finance council meetings for Holy Family Parish, spending minimal time on this activity.
Employment History
Current Registrations
Cwm, LLC
Previous Registrations
Cabot Lodge Securities LLCBroker
Wells Trecaso Financial Group, LLC
Ifs Advisory, LLC
Ifs SecuritiesBroker
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.