Milton West is a CFP-designated registered investment advisor at West Financial Strategies, INC., based in Sanford, NC, with 25 years of industry experience. Milton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 140 clients with $120M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.50% |
Fees are billed quarterly in advance. The firm may waive its minimum fee or charge a lesser fee based on various criteria such as historical relationships or account composition.
Fee Estimator
Location
301 Court Square, Sanford, NC, 27330
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Milton is the president and sole owner of M. Lee West, CPA, P.A., a CPA firm, dedicating over 100 hours per month. He is also a partner in VCW, LLC (real estate) and managing partner of West Boat Properties, LLC, but spends minimal time on these activities.
Employment History
Current Registrations
West Financial Strategies, INC.
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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