Nathan Murphy is a CFP-designated registered investment advisor at Cwm, LLC, based in Amarillo, TX, with 23 years of industry experience. Nathan 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
5101 Lexington Square, Amarillo, TX, 79119
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nathan works as a wealth advisor for CWM, DBA Carson Partners and CWM, LLC DBA Carson Wealth, providing advisory and brokerage services, dedicating about a quarter of his time to each. He is also a partner in 58th St. Properties, LLC, a real estate venture, spending minimal time on bill paying.
Employment History
Current Registrations
Cwm, LLC
Previous Registrations
Cetera Wealth Services, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Cadaret, Grant & CO., INC.Broker
Cadaret Grant & CO INC
NFP Securities, INC.
NFP Securities, INC.Broker
Aig Financial Advisors, INC.
Aig Financial Advisors, INC.Broker
Sunamerica Securities, INC.Broker
State Registrations1 state
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.