Dalton Preston is a ChFC-designated registered investment advisor at Cwm, LLC, based in Saint Joseph, MO, with 4 years of industry experience. Dalton 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
Location
2425 N Woodbine Road, Suite B & E, Saint Joseph, MO, 64506
Get directionsHistory
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
Eagle Strategies LLC
Nylife Securities LLCBroker
Castle Wealth Management
State Registrations1 state
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
More Advisors
- Jaymon Meikle, ChFCCwm, LLC
- Winston Meyer, CFPFamily Investment Center
- Colton Saunders, CFPEdward Jones
- Haley Black, ChFCState Farm Investment Management CORP.
- Thaddus Danford, CFPFamily Investment Center
- Gina Conaway, ChFCState Farm Investment Management CORP.