Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
N/A
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
N/A
Western offers investment advisory and management services including asset allocation, security selection, and portfolio evaluations to individuals, high net worth individuals, banking institutions, charitable organizations, and corporations. They also manage private pooled investment vehicles for sophisticated investors.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $750K | 1.25% |
| $750K+ | 1.00% |
Clients may pay a reduced fee based upon certain circumstances, subject to the discretion of Western’s management.
3100 W Seventh Street, Suite 300, Fort Worth, TX, 76107