Jan Fredman is a registered investment advisor at Cwm, LLC, based in Seneca, SC, with 20 years of industry experience. Jan 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
10704 Clemson Boulevard, Seneca, SC, 29678
Get directionsHistory
Regulatory History (4)
Customer Dispute
November 2025Customer Dispute
July 2008Employment Separation After Allegations
July 2008Customer Dispute
April 2008Other Business ActivitiesSells Insurance
Jan owns a non-securities related real estate company called Skansen Real Estate. Additionally, Jan has been involved in insurance sales since March 2010, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Cwm, LLC
Crescent Financial Advisors
Previous Registrations
Eps Advisors
Erisa Plan Services INC
UBS Financial Services INC.
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.