Christopher Shea is a CFP-designated registered investment advisor at Cwm, LLC, based in Wauwatosa, WI, with 46 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual investment advisory fee ranges up to a maximum of 2.50% of assets held in the account. Fees are negotiable based on account size, complexity, and other factors.
Fee Estimator
Location
1200 N Mayfair Rd; Suite 330, Wauwatosa, WI, 53226
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Christopher is an Investment Advisor Representative (IAR) of RIA Intrinsic Investors LLC, dedicating nearly all of his time to asset management, financial planning, and consulting services. He is also a member and owner of Intrinsic Investors, LLC, a private entity for securities and advisory business.
Employment History
Current Registrations
Cwm, LLC
Intrinsic Investors LLC
Previous Registrations
Intrinsic Investors LLC
Commonwealth Financial NetworkBroker
First Securities CorporationBroker
Prudential-Bache Securities INC.Broker
First Securities CorporationBroker
Equable Securities CorporationBroker
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.
Exams
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