Regina Spence
Regina Spence is a registered investment advisor at Cws Financial Advisors LLC, based in Kalamazoo, MI, with 8 years of industry experience. Regina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 807 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
CWS Financial Advisors LLC charges a maximum advisory fee of 1.0%, which is negotiable. If a sub-adviser is utilized, a separate sub-adviser fee applies in addition to the advisory fee.
Fee Estimator
Location
405 West Michigan Avenue, Suite 110, Kalamazoo, MI, 49007
Get directionsHistory
Regulatory History (2)
Financial
March 2020Financial
February 2020Employment History
Current Registrations
Cws Financial Advisors LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Edward Jones
Edward JonesBroker
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.
Exams
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