CWS Wealth Partners provides investment management services on both a discretionary and non-discretionary basis. They also offer financial planning services, which include evaluating a client's current and future financial state, covering topics like financial goals, net worth, cash flow, retirement strategy, risk management, tax reduction, and estate preservation. CWS may utilize third-party management platforms.
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.