Capital West Partners provides customized investment management services, either directly or through sub-advisors, and financial consulting services. They tailor investment strategies to clients' goals, risk tolerance, and financial situations. Consulting services are available for individuals and institutions, including those who don't meet the investment management minimum.
Assets Under Management$300M
Clients173
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.25% |
Fees are negotiable for amounts over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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