Ralph Trecaso is a registered investment advisor at Cwm, LLC, based in Akron, OH, with 40 years of industry experience. Ralph 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
November 1995Other Business Activities
Ralph is a Managing Director/Partner at Wells Trecaso Financial Group, LLC, dedicating nearly full-time hours to client interaction and CFO duties. He also serves on the Executive Board of St. Vincent-St. Mary High School, is a Board Member of the Italian American Professional Business Club, and a managing member of Carlton Lakes, LLC, dedicating minimal time to each.
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.