Emily Schultz is a registered investment advisor at West Invest, based in Bellingham, WA, with 3 years of industry experience. Emily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 731 clients with $190M 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 $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
1801 F Street, Bellingham, WA, 98225
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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
Emily operates under the DBAs Westinvestwealth and West Invest for her LPL business, and West Invest, LLC as a registered investment advisor. She also provides administrative support to Northwest Wealth Advisors, LLC, and is a notary public, dedicating about a quarter of her time to the former.
Employment History
Current Registrations
West Invest
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations1 state
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