Adam Finch is a CFP-designated registered investment advisor at Cwm, LLC, based in Ann Arbor, MI, with 25 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold. 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
5263 Plymouth Rd, Ann Arbor, MI, 48105
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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 ActivitiesSells Insurance
Adam is a wealth advisor at CWM, LLC DBA Carson Partners, and a founder/financial professional at Two Bird Wealth Strategies, Inc., dedicating full-time hours to these activities. He also co-owns a fixed insurance business, selling life, disability, annuities, and long-term care, which takes a few hours per week, and co-owns RFC Holdings, LLC, a commercial real estate holding company, requiring minimal time.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cwm, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Spc
Sigma Financial CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations16 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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