Advisor at KWS Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
KWS Advisory Group, LLC
Location
Edinburg, TX 78539
Credentials
Series 63, Series 65
Industry experience
23 years
Miguel Chuca is a financial advisor at KWS Advisory Group, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Regulus Advisors, LLC and Money Concepts Capital Corp. Outside of his advisory role, he serves as an administrator providing training to educators on data analysis software through Region One Education Service Center. KWS Advisory Group is an independent registered investment adviser offering discretionary asset management and financial planning to individuals, trusts, estates, and business entities. The firm customizes portfolios based on client goals, risk tolerance, and time horizon, utilizing a combination of fundamental, technical, charting, and cyclical analysis as part of its investment approach.
Based on KWS Advisory Group, LLC
Financial planning fixed fees between $1,500 and $5,000
$0 - $1,000,000: 1.25% $1,000,000 - $2,000,000: 1.00% $2,000,000 - $3,000,000: 0.75% $3,000,000 - $5,000,000: 0.50% $5,000,000+: Negotiable
$150 per hour for financial planning
Fee-only: Hourly fee of $150 per hour; Fixed fees between $1,500 and $5,000 for financial planning
3407 W Alberta Rd
Edinburg, TX 78539
Texas
Regulus Advisors, LLC
2017 - 2018 (1 year)
Money Concepts Capital Corp
2011 - 2017 (6 years)
Region One
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Edinburg, TX
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