Stephen Udall is a registered investment advisor at West Ridge Advisors, based in Henderson, NV. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 623 clients with $270M 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 $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.75% |
Custom pricing for accounts over $20,000,000. Clients using personalized indexing strategies pay an additional 0.15% to 0.20% to Vanguard.
Fee Estimator
Location
1528 W. Warm Springs Rd #120, Henderson, NV, 89014
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
West Ridge Advisors
State Registrations1 state
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