Western Annuity Services (WASI) provides investment advice to employees of not-for-profit organizations, self-employed individuals, and those starting new retirement savings accounts. WASI helps clients assess their financial and retirement goals, analyzes their income and tax status, and monitors the markets for suitable mutual funds. WASI sends a quarterly newsletter to clients.
Assets Under Management$59M
Clients429
Advisors1
Avg. per Client$140K
Avg. per Advisor$59M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$50
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K+ | 1.00% |
Fee is the greater of $50 or the calculated percentage. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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