William Roberts is a CFP-designated registered investment advisor at Cws Financial Advisors LLC, based in Kalamazoo, MI, with 4 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 807 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CWS Financial Advisors LLC charges an annual fee for investment management services, calculated as a percentage of the value of your portfolio. This fee includes CWSFA's advisory fee (up to 1%, which is negotiable) and a non-negotiable sub-adviser strategy/platform fee if a sub-adviser is used. The total fee will be shown as two separate line items on your custodian statement. Wealth management services, including investment management and financial planning, are offered for a fixed fee or asset-based fee.
Location
405 West Michigan Avenue, Suite 110, Kalamazoo, MI, 49007
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cws Financial Advisors LLC
State Registrations1 state
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