David West is a CFA-designated registered investment advisor at West Advisors, INC., based in Fishers, IN, with 14 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 16 clients with $640M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
West Advisors offers both discretionary and non-discretionary investment management. The fee is a flat annual rate, negotiated with the client and paid quarterly. The firm does not withdraw assets from client accounts to pay fees. Clients also pay fees to third parties like custodians and brokers.
Location
Fishers, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
West Advisors, INC.
State Registrations1 state
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