Matthew Alspaugh is a registered investment advisor at Cwm, LLC, based in Indianapolis, IN, with 11 years of industry experience. Matthew 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
9201 Rockville Rd, Indianapolis, IN, 46231
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew works as a paraplanner for CWM, DBA Carson Group Partners, and Wealthcare Partners LTD, both SEC registered investment advisory firms. He dedicates about a quarter of his time to each role, providing daily operational support to clients and preparing materials for meetings.
Employment History
Current Registrations
Cwm, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Oneamerica Securities, INC.Broker
Oneamerica Securities, INC.
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations1 state
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