Nicholas Rawlins is a registered investment advisor at Cwm, LLC, based in Omaha, NE, with 5 years of industry experience. Nicholas 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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Nicholas works as a wealth advisor for CWM (DBA Carson Partners) and is studying for his Series 7 to work with Washington Financial (DBA Washington Financial Wealth Management). He also manages rental property, is Vice Chairman of the Washington County Transportation Authority, owns a home services business, is Secretary of a business association, and is a council member for Washington Youth Baseball.
Employment History
Current Registrations
Cwm, LLC
Cetera Wealth Services, LLCBroker
State Registrations12 states
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