Westco Advisory Services offers investment management on both a discretionary and non-discretionary basis, as well as financial planning services. Financial planning covers areas like determining financial objectives, tax planning, insurance review, education funding, retirement planning, and estate planning. Westco Advisory Services is affiliated with a broker/dealer, an insurance agency, and a tax preparation firm. Recommendations may be made for commissionable products, but clients are free to use any professional of their choice.
Assets Under Management$250M
Clients324
Advisors6
Avg. per Client$780K
Avg. per Advisor$42M
linkedin.com/westco financial group ·www.facebook.com/westco financial group ·www.westcofinancialgroup.com
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $7.5M | 0.75% |
| $7.5M - $10.0M | 0.65% |
| $10.0M - $15.0M | 0.50% |
| $15M+ | 0.40% |
Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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