Abby Belvin is a CFP-designated registered investment advisor at West Financial Advisors, L.L.C., based in Des Moines, IA, with 7 years of industry experience. Abby 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 →Other Business Activities
Abby works as a sales associate at The Heart of Iowa Market Place, a retail store, since 2017. She spends a few hours per week on customer sales, creating gift baskets, and stocking merchandise.
Employment History
Current Registrations
West Financial Advisors, L.L.C.
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations1 state
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