Jeremiah Castaneda
Jeremiah Castaneda is a registered investment advisor at Kws Advisory Group, LLC, based in Edinburg, TX, with 9 years of industry experience. Jeremiah 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
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Jeremiah is affiliated with KWS Financial Group, LLC since 2015, dedicating about 10-20% of his time during trading hours. He offers life, fixed, and indexed annuities.
Employment History
Current Registrations
Kws Advisory Group, LLC
Previous Registrations
St. Bernard Financial Services, INC.
Regal Investment Advisors LLC
Kws Financial Group, LLC
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.