William Rassman is a CFP-designated registered investment advisor at Cwm, LLC, based in Woodlands, TX, with 15 years of industry experience. William 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
1780 Hughes Landing, Suite 57, Woodlands, TX, 77380
Get directionsHistory
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
William works as an insurance agent selling life, health, disability, annuities, and long-term care insurance products since November 2023. This activity takes about 10-20% of his time, with a small portion occurring during trading hours.
Employment History
Current Registrations
Cwm, LLC
Previous Registrations
Rwm Capital, LLC
Prosper Point LLC
Woodridge Wealth Management, LLC
Centric Capital Advisors, LLC
Woodridge Wealth Management, LLC
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Deutsche Bank Securities INC.
Mariner Wealth Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
AXA Advisors, LLC
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.