CWS Financial Advisors LLC provides personalized investment management and wealth management services to individuals, families, trusts, estates, and business entities. The firm constructs long-term, objective-based portfolios primarily using mutual funds, exchange-traded funds, and individual securities, tailoring strategies around growth of capital, income generation, or wealth conservation. In addition to direct portfolio management, CWS Financial Advisors LLC offers comprehensive financial planning covering cash flow forecasting, retirement planning, tax planning, education planning, and estate planning. The firm also utilizes third-party sub-advisers for specialized investment strategies when appropriate.
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.