Emilee Derifield is a CFP-designated registered investment advisor at West Financial Advisors, L.L.C., based in Des Moines, IA, with 1 years of industry experience. Emilee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 305 clients with $670M 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 | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $6.0M | 0.50% |
| $6M+ | 0.30% |
If the percentage-based fee for the first $1,000,000 is less than $8,500, a flat fee of $8,500 is charged instead.
Fee Estimator
Location
111 East Grand, Suite 412, Des Moines, IA, 50309
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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 →Employment History
Current Registrations
West Financial Advisors, L.L.C.
State Registrations1 state
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