Ross Lawrence is a registered investment advisor at Cwm, LLC, based in Nevada, MO, with 14 years of industry experience. Ross 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
225 W Austin Boulevard, Nevada, MO, 64772
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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 →Other Business ActivitiesSells Insurance
Ross is an Investment Advisory Representative for Carson Wealth Management Group and also provides financial services under the DBA Carson Wealth. He is also involved in several non-investment related activities, including Rotary International, United Way, Chamber of Commerce, Ironman Foundation, and CLC Incorporated, and owns White Ember, LLC. Ross also sells fixed insurance products, including life, health, disability, annuities, and long-term care, dedicating minimal time to this.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cwm, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations31 states
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