Michael Hall is a registered investment advisor at Cwm, LLC, based in Omaha, NE, with 25 years of industry experience. Michael 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
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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
14600 Branch St., Omaha, NE, 68154
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Regulatory History (1)
Customer Dispute
January 2014Other Business ActivitiesSells Insurance
Michael is the owner/agent of Shane Hall Financial, selling fixed annuities, life insurance, and long-term care insurance, dedicating nearly full-time hours to this. He also owns Lighthouse Tax Services, spending a few hours per week on tax preparation services, and is a board member at Ascension Academy, spending minimal time providing advice and support.
Employment History
Current Registrations
Cwm, LLC
Previous Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
State Registrations4 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.