Brianne Derveloy is a registered investment advisor at Cwm, LLC, based in Omaha, NE, with 5 years of industry experience. Brianne 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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Brianne is the non-employee treasurer for the Unitarian Universalist Church of Chattanooga, a religious non-profit, since June 2023. She spends minimal time preparing reports, reconciling financials, and processing payroll and pledges.
Employment History
Current Registrations
Cwm, LLC
Previous Registrations
The Wealth Consulting Group
LPL Financial LLCBroker
State Registrations2 states
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