Robert Lemmons is a CFP-designated registered investment advisor at Cwm, LLC, based in Cincinnati, OH, with 18 years of industry experience. Robert 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
Contact
Robert Lemmons
Location
4665 Cornell Rd, Ste. 160, Cincinnati, OH, 45241
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Robert serves on the board and finance committee for OTR Soup Kitchen, a non-investment related activity. This takes a few hours per week of Robert's time.
Employment History
Current Registrations
Cwm, LLC
Previous Registrations
Total Wealth Planning, LLC
Financial Management Group INC
Wealth Dimensions Group, LTD.
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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