John Raleigh is a CFP-designated registered investment advisor at Cwm, LLC, based in Sarasota, FL, with 32 years of industry experience. John 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
2 N. Tamiami Trail, Ste. 708, Sarasota, FL, 34236
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Regulatory History (1)
Customer Dispute
November 2016Other Business ActivitiesSells Insurance
John is a track coach, spending about a third of his time on this activity. He also sells fixed life insurance and volunteers with the United States Coast Guard Auxiliary, and works as a tour conductor for about 10 hours per month.
Employment History
Current Registrations
Cwm, LLC
Previous Registrations
Shilanski & Associates, INC.
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.