Yvonne Prince is a registered investment advisor at Cwm, LLC, based in Glendora, CA, with 21 years of industry experience. Yvonne 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
180 N. Pennsylvania Ave, Glendora, CA, 91741
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Yvonne is an investment advisory representative at CWM, LLC DBA Carson Wealth Management Group, Carson Group Partners and Carson Group, an SEC registered investment advisory firm, since 2015, dedicating about a quarter of her time. She also works as a registered administrative assistant at Graves Financial Wealth Management since 1990, also dedicating about a quarter of her time.
Employment History
Current Registrations
Cwm, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
LPL Financial LLCBroker
State Registrations1 state
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