Andrew Volk is a registered investment advisor at Cwm, LLC, based in Fargo, ND, with 2 years of industry experience. Andrew 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
3154 41 Street S, Ste. 4, Fargo, ND, 58104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew is a wrestling coach for a high school team, dedicating about 10-20% of his time. He also works as a relationship manager for Premier Wealth Management Group and an investment advisory representative for CWM, LLC, each taking about a quarter of his time.
Employment History
Current Registrations
Cwm, LLC
Cetera Wealth Services, LLCBroker
State Registrations1 state
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