Miguel Chuca is a registered investment advisor at Kws Advisory Group, LLC, based in Edinburg, TX, with 23 years of industry experience. Miguel 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, Investment Management, and 2 more. Their firm serves 100 clients with $9.1M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Location
3407 W Alberta Rd, Edinburg, TX, 78539
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Kws Advisory Group, LLC
Previous Registrations
St. Bernard Financial Services, INC.Broker
Regulus Advisors, LLCBroker
Money Concepts Capital CORPBroker
United Equity Securities, LLCBroker
World Group Securities, INC.Broker
Wma 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.