Patricia Wilder is a registered investment advisor at Cwm, LLC, based in Belton, TX, with 11 years of industry experience. Patricia 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
Belton, TX
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Regulatory History (1)
Customer Dispute
January 2019Other Business Activities
Patricia operates her LPL business under the DBA Flashpoint Financial Services. This activity is investment-related.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cwm, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Edward Jones
Edward JonesBroker
State Registrations7 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.