Steven Laska is a registered investment advisor at Cwm, LLC, based in Raleigh, NC, with 8 years of industry experience. Steven 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
555 Fayetteville Street, Suite 300, Raleigh, NC, 27601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven owns Cor Leonis Consulting since 2018. He dedicates nearly full-time hours to consulting, including a significant portion during trading hours.
Employment History
Current Registrations
Cwm, LLC
Previous Registrations
Hodges Capital Management INC
Dgs Capital Management
Visionquest Wealth Management, LLC
State Registrations5 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.