David Barnett is a registered investment advisor at Cwm, LLC, based in Augusta, GA, with 1 years of industry experience. David 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
140 Cooper Drive, 2nd Floor, Augusta, GA, 30907
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is the owner and founder of DPH Technologies, LLC, a professional golf data and statistics software company, since 2022. He spends minimal time meeting with the development team and other owners to discuss software changes and marketing strategies.
Employment History
Current Registrations
Cwm, LLC
State Registrations1 state
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