Ferguson Wellman, including its division West Bearing, offers investment and wealth management services to individuals, families, endowments, foundations, and retirement plans. They build and manage customized investment portfolios. Services include wealth planning, retirement planning, help with life events, philanthropic strategies, trusts and estates, tax planning, risk management, and education funding.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Schedule is for Equity Only and Balanced accounts. Fixed Income Only: 0.45% on the first $10,000,000, 0.35% on the next $10,000,000, 0.25% above $20,000,000. West Bearing Investments: 1.00% on the first $2,000,000, 0.85% above $2,000,000. Once a West Bearing portfolio reaches $3,000,000, the client may be eligible for a different fee structure. Fees may be negotiable.