Robert Frits is a CFP-designated registered investment advisor at Cwm, LLC, based in Bentonville, AR, with 25 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
Location
809 SE 28th St., Ste. 3, Bentonville, AR, 72712
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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 is associated with Tungsten Wealth Management, LLC, his LPL business entity, since 2018. He also owns several LLCs related to real estate and business/tax investment purposes, dedicating full-time hours to Tungsten 22.
Employment History
Current Registrations
Cwm, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Arvest Wealth Management
Arvest Wealth ManagementBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Edward JonesBroker
H.D. Vest Investment ServicesBroker
State Registrations3 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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