West Coast Financial, LLC

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Assets Under Management

$1.8B

Number of Clients

748

Number of Advisors

N/A

Average Client AUM

$2.5M

AUM per Advisor

N/A

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

West Coast Financial provides comprehensive wealth management services, including investment management and financial planning, on an integrated, fee-only basis. They serve qualified individuals, focusing on helping clients accumulate, grow, protect, enjoy, and transfer their wealth. Clients have direct access to the firm's principals.

Fee Structure

Minimum Investment:$1M

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	1.25%
$500K - $5.0M	0.85%
$5.0M - $10.0M	0.65%
$10M+	0.35%

Standard fee schedule is not negotiable, but exceptions may be made in limited circumstances.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$7,500

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth

Location

1435 Anacapa Street, Santa Barbara, CA, 93101

0 Advisors at this firm

No advisors found for this firm.