John Graves is a CFP-designated registered investment advisor at Cwm, LLC, based in North Canton, OH, with 4 years of industry experience. John 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
6633 Frank Avenue NW, North Canton, OH, 44720
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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 ActivitiesSells Insurance
John is a co-owner of Graves Law Firm since 2013, dedicating a few hours per week to client appointments, seminars, and events. He also works as an insurance agent selling life, health, disability, annuities, and long-term care insurance, which takes about a quarter of his time, and owns Marshall Financial Management, LLC, a holding company, dedicating minimal time.
Employment History
Current Registrations
Cwm, LLC
Previous Registrations
Corecap Investments, LLCBroker
Corecap Advisors
State Registrations2 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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