Amelia West is a CFP-designated registered investment advisor at Cwm, LLC, based in Carmel, IN, with 21 years of industry experience. Amelia 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 3 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.
Contact
Amelia West
Location
11495 N Penn Street, Ste. 245, Carmel, IN, 46032
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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.
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Amelia serves on the Indiana Education Savings Authority Board, overseeing the Indiana 529 College Savings Plan, dedicating minimal time. She is also a co-owner of Saint Adrian Meats & Sausage, LLC, handling bookkeeping and dedicating a few hours per week.
Employment History
Current Registrations
Cwm, LLC
Total Wealth Planning, LLC
Previous Registrations
Howell Financial Advisors, INC.
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Thurston, Springer, Miller, Herd & Titak, INC.Broker
Thurston, Springer, Miller, Herd & Titak, INC.
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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