Evan Welch is a registered investment advisor at Cwm, LLC, based in Boulder, CO, with 4 years of industry experience. Evan 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
1909 26th Street Ste 1B, Boulder, CO, 80302
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Evan operates Varra Financial Associates, LTD as a DBA for his LPL business. He also provides investment advisory services through Varra Wealth Management LLC, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Cwm, LLC
Previous Registrations
Varra Wealth Management LLC
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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