Lamar West is a registered investment advisor at West Invest, based in Bellingham, WA, with 38 years of industry experience. Lamar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 731 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
1801 F Street, Bellingham, WA, 98225
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lamar is an insurance sales representative for non-variable insurance since 2006, dedicating minimal time to it. He also has several investment-related activities, including DBAs for his LPL business and providing investment advisory services through Northwest Wealth Advisors LLC, spending a few hours per week on the latter.
Employment History
Current Registrations
West Invest
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Wm Financial Services, INC.Broker
Key Investments INC.Broker
Murphey Favre, INC.Broker
Jmc Financial CorporationBroker
Interpacific Investors Services, INC.Broker
National Securities CorporationBroker
Dain, Bosworth IncorporatedBroker
Pacific Growth Securities,inc.Broker
State Registrations29 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.