William Fons is a registered investment advisor at Cwm, LLC, based in Wauwatosa, WI, with 32 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual investment advisory fee ranges up to a maximum of 2.50% of assets held in the account. Fees are negotiable based on account size, complexity, and other factors.
Fee Estimator
Location
1200 N Mayfair Rd; Suite 330, Wauwatosa, WI, 53226
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2011Other Business Activities
William dedicates all of his time as an Investment Adviser Representative (IAR) of Intrinsic Investors, LLC, providing financial planning/consulting and asset management. He is also an owner and member of Intrinsic Investors, LLC, a private entity for securities and advisory businesses.
Employment History
Current Registrations
Cwm, LLC
Intrinsic Investors LLC
Previous Registrations
Intrinsic Investors LLC
Commonwealth Financial NetworkBroker
Landaas & CompanyBroker
First Securities CorporationBroker
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.
Exams
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