Brock Castinado is a registered investment advisor at Cws Wealth Partners, based in Omaha, NE, with 4 years of industry experience. Brock operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 133 clients with $62M 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% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.). CWS also uses Orion Portfolio Solutions (OPS). The total annual fees for the OPS Program may not exceed 2% of assets under management. These fees include administration, account maintenance, strategist, and separately managed account fees. These fees are in addition to CWS's advisory fee.
Fee Estimator
Location
12020 Shamrock Plaza, Suite 200, Omaha, NE, 68154
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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 →Other Business ActivitiesSells Insurance
Brock is an insurance agent selling fixed insurance products through Castinado Company Limited. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Cws Wealth Partners
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.