KWS Advisory Group provides investment management and financial planning services. Investment management involves creating a plan based on your goals, risk tolerance, and time horizon. Financial planning covers topics like retirement, college savings, and estate planning. KWS uses various analysis methods, including fundamental and technical analysis, to make investment decisions.
Assets Under Management$9.1M
Clients100
Advisors4
Avg. per Client$91K
Avg. per Advisor$2.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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