Fees

Fees

We are transparent on fees. CWS charges a quarterly fee to clients in arrears, based on the average balance of assets the prior quarter. For this fee, clients receive portfolio management, periodic financial and portfolio reviews, assistance with various financial issues, and annual tax reviews and planning. We do not charge commissions on any securities products purchased for clients. We do receive commissions on insurance products when used, as we believe that this provides for a broader selection of insurance and annuity alternatives for clients and has no direct out-of-pocket cost for clients. Insurance and annuity assets are not included when quarterly fees are calculated.

You can calculate your estimated fees using this calculator tool.