Patrick Nee is a registered investment advisor at Cwm, LLC, based in Westborough, MA, with 24 years of industry experience. Patrick 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
Assets Under Management
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
1900 West Park Drive, Ste. 280, Westborough, MA, 01581
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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
Patrick is an insurance agent selling life, health, disability, annuities, and long-term care insurance since 2007, dedicating minimal time to this activity. He is also a council member at Saint Margaret Mary since 2022, spending minimal time on council duties.
Employment History
Current Registrations
Cwm, LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Baystate Wealth Management
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Alpha Pension Group, INC.
Eagle Strategies LLC
Nylife Securities LLCBroker
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.