57 West Capital Advisors, INC.

Fee-Only (% of Portfolio)

57 West Capital Advisors (57WCA) specializes in managing equity portfolios with a long-term investment approach. 57WCA aims to invest client assets in a diversified number of companies, typically over 10, and hold them for over 6 years, ideally spanning decades. While awaiting equity investments, client funds are invested in short-term fixed income securities or held in cash. 57WCA provides both discretionary and non-discretionary investment advisory services. Investment portfolios are tailored to client needs through the selection and evaluation of specific equities, and clients can impose restrictions on equity selection and margin loan levels.

Assets Under Management$47M
Clients89
Advisors7
Avg. per Client$530K
Avg. per Advisor$6.8M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.75%
$2M+1.50%

Fees are subject to negotiation.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

7 Advisors at this firm