George Lewis is a CFP-designated registered investment advisor at Cwm, LLC, based in Milton, GA, with 24 years of industry experience. George 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
12640 Crabapple Road, Milton, GA, 30004
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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
George is a wealth advisor for CWM, DBA Carson Partners and CWM, LLC DBA Carson Wealth, dedicating nearly full-time hours to providing investment advisory services. He also sells fixed insurance products and is the president of Main Street FG, LLC DBA Main Street Financial Group, managing both the financial advisory and insurance business.
Employment History
Current Registrations
Cwm, LLC
Previous Registrations
Cetera Wealth Services, LLCBroker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Sunamerica Capital Services, INC.Broker
Transamerica Capital, INC.Broker
State Registrations2 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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