Jonathan Andre is a CFP-designated registered investment advisor at Cwm, LLC, based in Omaha, NE, with 14 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 5 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.
Contact
Jonathan Andre
Location
14600 Branch St., Omaha, NE, 68154
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Cwm, LLC
Total Wealth Planning, LLC
Previous Registrations
Financial Management Group INC
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
Additional Information
As Investment Advisor, Jon is responsible for client investment reviews, managing investment portfolios, and providing investment research to the Investment Policy Committee.After a productive internship in 2002, he joined FMG full time. Jon has a Bachelor of Science in Business Administration degree in Finance fromXavierUniversityand is a CERTIFIED FINANCIAL PLANNER™. Jon is a member of the National Association of Personal Financial Advisors, the Financial Planning Association and the Investment Policy Committee.