Matthew Pearson
Matthew Pearson is a registered investment advisor at Cwm, LLC, based in West Des Moines, IA, with 22 years of industry experience. Matthew 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
1080 Jordan Creek Parkway, Suite 300 North, West Des Moines, IA, 50266
Get directionsHistory
Regulatory History (1)
Criminal
May 2011Other Business ActivitiesSells Insurance
Matthew is an insurance agent selling life insurance, annuities, and long-term care products since 2018. He also provides notary services, dedicating minimal time to this activity.
Employment History
Current Registrations
Cwm, LLC
Previous Registrations
Cetera Advisor Networks LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
American Express Financial Advisors, INC.
Ids Life Insurance CompanyBroker
American Express Financial Advisors 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.