Mark Bain is a ChFC-designated registered investment advisor at Cwm, LLC, based in Salem, OR, with 27 years of industry experience. Mark 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
4085 Hager Street SE, Ste. 100, Salem, OR, 97317
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Regulatory History (1)
Regulatory
October 2021Other Business ActivitiesSells Insurance
Mark is an insurance agent selling annuities and long-term care products since 2010, dedicating a variable amount of time to this activity. He also owns Bain Wealth Management, LLC, a holding company, spending a few hours per week on it.
Employment History
Current Registrations
Cwm, LLC
Previous Registrations
Cetera Advisor Networks LLCBroker
Bain Wealth Management Group, LLC
Purshe Kaplan Sterling InvestmentsBroker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Allmerica Investments, INC.Broker
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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