Marsha Nuttall is a registered investment advisor at Cwm, LLC, based in Engelwood, CO, with 16 years of industry experience. Marsha 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
9635 Maroon Circle, Ste. 440, Engelwood, CO, 80112
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Marsha works as a Manager of Client Services at Aveo Capital Partners, dedicating nearly full-time hours to this role. She also provides investment-related administrative services, spending a few hours per week on this activity.
Employment History
Current Registrations
Cwm, LLC
Previous Registrations
Dmk Advisor Group, INC.Broker
Aveo Capital Partners, LLC
Allstate Financial Services, LLCBroker
Allstate Financial Advisors, LLC
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
State Registrations1 state
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