Advisor at CWS Asset Management
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Cole Schieferle is a financial advisor at CWS Asset Management with 12 years of industry experience. He holds a Series 65 designation and also works as a full-time economics instructor at Visalia Unified, a position he has held for over 25 years. CWS Asset Management provides investment advisory and planning services to individuals, businesses, estates, and trusts. The firm employs a passive, index-based investment approach focused on low-cost mutual funds and ETFs, broad asset allocation, and periodic rebalancing, serving a limited client roster through a fee-only structure.
Based on CWS Asset Management
Based on CWS Asset Management
$200 per year for financial plan
$0 - $79,999.99: 0.50% (50 basis points) $80,000 - $149,999.99: 0.45% (45 basis points) $150,000 - $599,999.99: 0.40% (40 basis points) $600,000 - $999,999.99: 0.35% (35 basis points) $1,000,000+: 0.30% (30 basis points)
$100 per hour
Minimum fee: $600 per year minimum annual fee Fee-only: $100 per hour for hourly services; $200 per year for financial plan
Visalia, CA
California
Visalia Unified
1999 - Present (27 years)
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Series 63, Series 66
Visalia, CA
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