Michael Fielder is a registered investment advisor at Cwm, LLC, based in Edmond, OK, with 19 years of industry experience. Michael 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
15816 N Penn St, Ste. 1, Edmond, OK, 73013
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2021Other Business Activities
Michael operates Tungsten Wealth Management as a DBA for his LPL business. This activity is investment-related and conducted at his reported business location.
Employment History
Current Registrations
Cwm, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Heritage Oak Wealth Advisors
Purshe Kaplan Sterling InvestmentsBroker
Sowell Management
Arvest Wealth Management
Arvest Wealth ManagementBroker
Metlife Securities INC.Broker
Metropolitan 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
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