Jonathan Andre is a CFP-designated registered investment advisor at Cwm, LLC, based in Cincinnati, OH, with 15 years of industry experience. Jonathan 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
Contact
Jonathan Andre
Location
4665 Cornell Rd, Ste. 160, Cincinnati, OH, 45241
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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 →Employment History
Current Registrations
Cwm, LLC
Previous Registrations
Total Wealth Planning, LLC
Financial Management Group INC
State Registrations2 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.
Exams
Additional Information
As Investment Advisor, Jon is responsible for client investment reviews, managing investment portfolios, and providing investment research to the Investment Policy Committee.After a productive internship in 2002, he joined FMG full time. Jon has a Bachelor of Science in Business Administration degree in Finance fromXavierUniversityand is a CERTIFIED FINANCIAL PLANNER™. Jon is a member of the National Association of Personal Financial Advisors, the Financial Planning Association and the Investment Policy Committee.
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