Tami Heinrichs is a registered investment advisor at Cwm, LLC, based in Hastings, NE, with 6 years of industry experience. Tami 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
200 N. Burlington, Ste. 200, Hastings, NE, 68901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tami is the treasurer/owner of Captain & Co Farms, Inc, a farming operation, and spends a few hours per week on bookkeeping. Tami also owns OS Tax Services, LLC, working as a tax preparer for about 10-20% of her time during tax season.
Employment History
Current Registrations
Cwm, LLC
Previous Registrations
Onedigital Investment Advisors
State Registrations1 state
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