Audrey West
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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,152 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee charged is 1.50% of assets under management. Fees are negotiable and do not include separate fees charged by third-party money managers.
Fee Estimator
Location
4695 MacArthur Ct, 11th Floor, Newport Beach, CA, 92677
Get directionsHistory
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.
Exams
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