Alexandria Ulrich is a registered investment advisor at Cwm, LLC, based in Omaha, NE, with 4 years of industry experience. Alexandria 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
14600 Branch St., Omaha, NE, 68154
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alexandria works as a compliance analyst for Carson Group Holdings, LLC, a DBA for financial services, since 2018. She dedicates full-time hours to compliance support for advertising review and ensuring partner office locations comply with policies and regulations.
Employment History
Current Registrations
Cwm, LLC
Cetera Wealth Services, LLCBroker
State Registrations1 state
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