Justin Tate is a registered investment advisor at Cwm, LLC, based in St, Louis, MO, with 6 years of industry experience. Justin 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
6 Cardinal Way, Ste. 900, St, Louis, MO, 63102
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Regulatory History (1)
Customer Dispute
September 2012Employment History
Current Registrations
Cwm, LLC
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Clear Harbor Wealth Management
Tamp Advisory Solutions, LLC
Saltmarsh Financial Advisors, L.L.C.
Morgan Keegan & Company, INC.Broker
Morgan Keegan & Company, INC.
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
A. G. Edwards & Sons, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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.