Advisor at KWS Advisory Group, LLC
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Firm
KWS Advisory Group, LLC
Location
Laredo, TX 78041
Credentials
Series 65
Industry experience
4 years
Vania Magallanes is a financial advisor at KWS Advisory Group, LLC with four years of industry experience. She holds a Series 65 designation and has worked at KWS Financial Group since 2020. Outside of her advisory role, she is the CEO of Millennial Rentals, LLC, where she manages contracting service providers for an investment property. KWS Advisory Group is an independent registered investment adviser that provides discretionary asset management and financial planning to individuals, trusts, estates, and business entities. The firm tailors portfolios to client goals and risk tolerance using a combination of fundamental, technical, charting, and cyclical analysis.
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
401 East Hillside Road
Laredo, TX 78041
Texas
KWS Financial Group
2020 - Present (6 years)
Laredo Independent School District
2010 - Present (16 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
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Is not active or affiliated with:
Broker-dealer / trader
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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.
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