Janet Barrett is a ChFC-designated registered investment advisor at Cwm, LLC, based in Doylestown, PA, with 20 years of industry experience. Janet 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
215 Farm Lane, Doylestown, PA, 18901
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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
Janet is an investment advisory representative for CWM, LLC DBA Carson Group Partners and a wealth advisor for Strategic Wealth Partners, spending full-time hours on these activities. She also works as an insurance agent selling various insurance products a few hours per week and is the sole member of Barrett Investments LLC, an expense management business, dedicating minimal time.
Employment History
Current Registrations
Cwm, LLC
Previous Registrations
Cetera Wealth Services, LLCBroker
Waddell & Reed
Waddell & ReedBroker
Constellation Investment Distribution Company 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.