Walter West
Walter West is a registered investment advisor at Milestone Asset Management, LLC, based in Erie, PA, with 18 years of industry experience. Walter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,359 clients with $690M 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 $750K | 1.50% |
| $750K - $1.5M | 1.25% |
| $1.5M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Rates shown are for internally managed models. Sub-advised models have higher rates starting at 1.75% up to $750K and dropping to 1.00% for amounts over $3M. Fees are negotiable based on financial complexity. Accounts also incur a $5 monthly technology fee.
Fee Estimator
Location
1946 West 26th Street, Erie, PA, 16508
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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
Walter is the president of West Financial Group Inc., where he solicits insurance business including life, disability, long-term care, and health insurance, dedicating about a quarter of his time. He also spends about a quarter of his time as an IAR of Brookstone Capital Management and provides investment and insurance services under Evans Advisory Services DBA.
Employment History
Current Registrations
Milestone Asset Management, LLC
Brookstone Capital Management LLC
Previous Registrations
Milestone Asset Management, LLC
Center Street Advisors, INC.
Brookstone Capital Management LLC
Qa3 Financial LLC
New England Securities Corporation
State Registrations1 state
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.
Exams
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