Jordan Talbert is a registered investment advisor at Cwm Advisory, LLC, based in Ocean Pines, MD, with 1 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more. Their firm serves 248 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
These fees are in addition to the fees charged by SEI Investments Management Corp, which are up to 1.25%. CWM Advisory's fees are calculated and deducted from client accounts by SEI Investments Management Corp. Fees are negotiable.
Fee Estimator
Location
11202 Racetrack Road, Ste 102, Ocean Pines, MD, 21811
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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 Advisory, LLC
State Registrations4 states
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