William Meikle is a CFP-designated registered investment advisor at Cwm, LLC, based in Phoenix, AZ, with 43 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual investment advisory fee ranges up to a maximum of 2.50% of assets held in the account. Fees are negotiable based on account size, complexity, and other factors.
Fee Estimator
Location
22601 N 19th Ave, Suite 118, Phoenix, AZ, 85027
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Regulatory 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 →Other Business ActivitiesSells Insurance
William is an investment advisory representative for CWM, LLC and sells fixed insurance, including life insurance. He also works as a tax preparer during tax season, is the owner/registered representative for Meikle Financial Group, a financial advisor for Carson Group Partners, and the president/founder of W Dail Meikle Financial Services, Inc.
Employment History
Current Registrations
Cwm, LLC
Previous Registrations
Cetera Wealth Services, LLCBroker
LPL Financial LLCBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Linsco/private Ledger CORP.Broker
Titan/value Equities Group, INC.Broker
Integrated Resources Equity CorporationBroker
Anchor National Financial Services, INC.Broker
State Registrations2 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.
Exams
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