William Morrison is a CFP, ChFC-designated registered investment advisor at Cwm, LLC, based in Omaha, NE, with 22 years of industry experience. William 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
14600 Branch St., Omaha, NE, 68154
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is an investment advisory representative for CWM, LLC, Carson Institutional Alliance, and DBA-Jacob William, Inc., spending full-time hours across these roles. He also serves as a board member for the University of Baltimore Foundation and Pro Bono Counseling Project, and as an adjunct professor at Towson University.
Employment History
Current Registrations
Cwm, LLC
Previous Registrations
Jacob William Advisory
LPL Financial Corporation
Mutual Service Corporation
Hornor, Townsend & Kent, 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.