Michael Salemy is a registered investment advisor at Cwm, LLC, based in Omaha, NE, with 15 years of industry experience. Michael 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
14600 Branch St., Omaha, NE, 68154
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Regulatory History (1)
Employment Separation After Allegations
November 2016Other Business Activities
Michael co-owns Sebago Investments LLC, a real estate venture, with his wife, but is not involved in day-to-day operations. He also serves as Secretary for Play for Life Foundation and Treasurer for St. John Heart Foundation, dedicating minimal time to each.
Employment History
Current Registrations
Cwm, LLC
Previous Registrations
Cetera Advisor Networks LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Eagle Fund Distributors, INC.Broker
Cedar Capital, LLC
Foreside Fund Services, LLCBroker
Good Harbor Financial
Northern Lights Distributors, LLCBroker
Invesco Advisers, INC.
Invesco Distributors, INC.Broker
Franklin/templeton Distributors, INC.Broker
Raymond James & Associates, INC.Broker
State Registrations3 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.