Dominica Henderson is a CFP-designated registered investment advisor at Cwm, LLC, based in Brea, CA, with 13 years of industry experience. Dominica 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
135 S. State College Blvd., Ste. 200, Brea, CA, 92821
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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
Dominica is a financial professional at CWM, LLC DBA Carson Partners and owner of Lotus Bridge Wealth Management, spending about full-time hours per week between the two. She also works as an insurance agent, dedicating minimal time to insurance sales and service, and owns DL Henderson Financial Planning LLC for tax purposes only.
Employment History
Current Registrations
Cwm, LLC
Previous Registrations
Cetera Wealth Services, LLCBroker
Osaic Wealth, INC.Broker
Haussmann Financial INC.
Securities America, 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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