Valen Permann is a registered investment advisor at Cwm, LLC, based in Kennewick, WA, with 8 years of industry experience. Valen 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
7025 W. Grandridge Blvd., Suite B, Kennewick, WA, 99336
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Cwm, LLC
Previous Registrations
Financial Management, INC.
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
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.