West Financial Strategies provides financial planning and investment management. They help clients with financial goals, cash flow, tax planning, insurance, education funding, retirement, and estate planning. West Financial Strategies is a fee-only firm and does not sell commissioned products or accept commissions. They manage investments but clients maintain control of their assets.
Assets Under Management$120M
Clients140
Advisors2
Avg. per Client$860K
Avg. per Advisor$61M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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