Ryan Monroe

Westfuller offers investment management services where you pay a percentage of your portfolio's value. The exact percentage depends on the size of your portfolio and whether you are an institutional or non-institutional client. Fees are negotiable and may vary.

For Institutional Clients:

• First $5,000,000: 1.00% per year
• $5,000,001 - $10,000,000: 0.85% per year
• $10,000,001 - $25,000,000: 0.70% per year
• $25,000,001 - $50,000,000: 0.65% per year
• $50,000,001 - $75,000,000: 0.60% per year
• $75,000,001 - $100,000,000: 0.55% per year
• $100,000,001 - $500,000,000: 0.50% per year
• $500,000,001 - $1,000,000,000: 0.45% per year
• Above $1,000,000,001: 0.25% per year

*An administration fee of 0.20% is added for certain investments that cannot be managed on a discretionary basis.

For Non-Institutional Clients:

• First $1,000,000: 1.75% per year
• $1,000,001 - $3,000,000: 1.00% per year
• $3,000,001 - $5,000,000: 0.90% per year
• $5,000,001 - $10,000,000: 0.85% per year
• $10,000,001 - $25,000,000: 0.80% per year
• $25,000,001 - $50,000,000: 0.75% per year
• $50,000,001 - $75,000,000: 0.70% per year
• $75,000,000 - $100,000,000: 0.65% per year
• Above $100,000,000: 0.60% per year

Westfuller also offers a fixed fee option, negotiated based on hourly rates ($375-$550) and other factors.