Brian Kubis is a registered investment advisor at Cwm, LLC, based in Las Vegas, NV, with 5 years of industry experience. Brian 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
6910 South Cimarron Road Ste 210, Las Vegas, NV, 89113
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2020Employment History
Current Registrations
Cwm, LLC
Previous Registrations
H&h Retirement Design and Management INC
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.
Exams
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