WESCAP Group is a registered investment advisor based in Glendale, California, offering personalized wealth management and financial planning services. WESCAP Group helps clients build customized portfolios using a contrarian and value-oriented approach, focusing on broad global diversification and tax efficiency. Services include portfolio management, investment selection, ongoing reviews, and financial consulting covering retirement, taxes, estate planning, insurance, and more. WESCAP Group tailors strategies to individual client needs, risk tolerances, and goals.
Assets Under Management$1.1B
Clients331
Advisors6
Avg. per Client$3.3M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$6,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $5.0M | 0.75% |
| $5.0M - $7.5M | 0.50% |
| $7.5M+ | 0.40% |
Fees are negotiable. Non-discretionary accounts may incur an additional fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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