Breanne Vugteveen is a registered investment advisor at Cwm, LLC, based in Grand Rapids, MI, with 19 years of industry experience. Breanne 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
2050 Celadon Drive, Ste D, Grand Rapids, MI, 49525
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Breanne works as an administrative assistant for CWM, LLC and Carson Group Partners, and as a Retirement Plan Relationship Manager/Registered Admin for Kanai Wealth Management Group, dedicating full-time hours to these roles. She also serves as the Michigan Board President for Bethany Christian Services, a non-profit, committing minimal time to this role.
Employment History
Current Registrations
Cwm, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Ameriprise Financial Services, INC.Broker
State Registrations1 state
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