Thomas Rush is a registered investment advisor at Cwm, LLC, based in Yuma, AZ, with 32 years of industry experience. Thomas 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
182 E 16th St., Suite D, Yuma, AZ, 85364
Get directionsHistory
Regulatory History (4)
Customer Dispute
August 2016Customer Dispute
February 2015Customer Dispute
June 2002Customer Dispute
May 2002Other Business ActivitiesSells Insurance
Thomas sells medical, property, and casualty insurance, dedicating a small percentage of his time to these activities. He also has numerous real estate rental properties and serves on the boards of non-profit organizations.
Employment History
Current Registrations
Cwm, LLC
Previous Registrations
Private Advisor Group, LLC
LPL Financial LLC
LPL Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Dean Witter Reynolds 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.