Audrey West is a registered investment advisor at Gradient Advisors, LLC, based in Newport Beach, CA, with 5 years of industry experience. Audrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,220 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gradient Advisors uses third-party money managers to manage client accounts. The maximum annual fee Gradient Advisors will charge clients is 1.5% of the assets they manage. This fee is negotiable and depends on the money manager selected, the advisor providing services, and the value of the assets in the account. The fee is payable monthly, quarterly, or annually in advance or arrears based on the money manager. The investment management fees charged by the third-party managers are in addition to Gradient Advisors' fee.
Location
4695 MacArthur Ct, 11th Floor, Newport Beach, CA, 92677
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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 ActivitiesSells Insurance
Audrey is the owner and investment advisor representative at Elite Capital & Insurance Services, providing financial planning and advisory & insurance services. This activity takes up Audrey's full-time commitment.
Employment History
Current Registrations
Gradient Advisors, LLC
Previous Registrations
Foundations Investment Advisors LLC
Knr Consulting and Wealth Management, 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.