Cole Schieferle is a registered investment advisor at Cws Asset Management, based in Visalia, CA, with 12 years of industry experience. Cole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning. Their firm serves 14 clients with $5.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $80K | 0.50% |
| $80K - $150K | 0.45% |
| $150K - $600K | 0.40% |
| $600K - $1000K | 0.35% |
| $1M+ | 0.30% |
Minimum annual fee of $600. CWS Asset Management reserves the right to vary its fee structure as well as negotiate fees with clients.
Fee Estimator
Location
Visalia, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cws Asset Management
State Registrations1 state
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