William West is a registered investment advisor at Dw West Investments LLC, based in Groton, NH. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
For the first 10 client households (“Friends & Family/Founders 10”), the blended schedule is 0.50% up to $1,000,000; 0.40% from $1,000,000 to $5,000,000; and 0.30% above $5,000,000.
Fee Estimator
Location
Groton, NH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Dw West Investments LLC
State Registrations1 state
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