Cws Financial Advisors LLC

CWS Financial Advisors LLC is a Michigan-based firm established in April 2018, offering investment and wealth management services on a discretionary or non-discretionary basis. The firm provides financial planning and consulting services, including retirement plan consulting. Clients can engage the firm to manage various investment products, with asset management services tailored to individual investment objectives, goals, and risk tolerance. CWSFA may delegate asset management to independent managers and charges fees based on assets under management, ranging from 30 to 100 basis points. The firm does not participate in wrap fee programs and had over $1.2 billion in discretionary assets under management as of December 31, 2024. Clients are typically individuals, trusts, estates, charitable organizations, corporations, and business entities, with a minimum account size of $500,000. CWSFA does not engage in principal trading, provides investment discretion, and does not receive soft dollar benefits. The firm has custody of client assets for fee deduction purposes and may exercise limited power of attorney for trading activities. CWSFA does not vote client securities proxies and has no financial conditions impairing its ability to meet client commitments.