Joseph Mcguire is a CFP-designated registered investment advisor at Cwm, LLC, based in Milton, GA, with 22 years of industry experience. Joseph 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
12640 Crabapple Rd, Ste. 200, Milton, GA, 30004
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2020Criminal
April 1994Other Business ActivitiesSells Insurance
Joseph has 50% ownership in a fixed insurance business since 2018, which is not securities related. He dedicates minimal time to this activity.
Employment History
Current Registrations
Cwm, LLC
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Wm Financial Services, INC.Broker
Investment Professionals, INC.Broker
Oneamerica Securities, INC.Broker
State Registrations1 state
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.