CWS Asset Management provides investment and asset management services, offering both pre-constructed and personalized portfolios using mutual funds and exchange-traded funds. The firm follows a passive, index-based investing philosophy with a buy-and-hold strategy, focusing on low-cost, tax-efficient investments. CWS Asset Management operates as a fee-only registered investment advisor, acting in the client's best interest and not accepting commissions or finder's fees. The first meeting is free to determine suitability.
Assets Under Management$5.2M
Clients14
Advisors1
Avg. per Client$370K
Avg. per Advisor$5.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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