CWM, LLC manages investment portfolios and provides financial planning services. They offer personalized strategies based on your needs and goals. Services include asset management, sub-advisory services for other advisors, variable sub-account management, and financial planning. CWM also offers the Carson Retirement Program for employer-sponsored retirement plans. Investment advice is provided through licensed investment advisor representatives.
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.
