Timothy Avila is a registered investment advisor at Cwm, LLC, based in Yuma, AZ, with 7 years of industry experience. Timothy 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
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Number of Clients
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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
182 E 16th st., Suite D, Yuma, AZ, 85364
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Regulatory History (1)
Customer Dispute
December 2020Employment History
Current Registrations
Cwm, LLC
Previous Registrations
LPL Financial LLC
Private Advisor Group, LLC
LPL Financial LLCBroker
State Registrations3 states
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.