New West Investment Management was founded in 1990 by Peter V. Hedberg. New West manages investment portfolios for individuals, businesses, retirement plans, and trusts on a discretionary, fee-only basis. New West helps clients develop investment objectives, evaluate existing portfolios, and select investments. Discussions often include financial planning, tax implications, and legal matters, but clients are advised to seek qualified professionals in those areas.
Assets Under Management$73M
Clients60
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$73M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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