WestEnd Advisors, LLC manages investment portfolios for individuals, high net worth individuals, pension plans, trusts, and other entities. Founded in 2004 and headquartered in Charlotte, North Carolina, WestEnd operates as an autonomous investment franchise of Victory Capital Holdings, Inc. The firm builds portfolios based on in-depth analysis of macroeconomic trends, focusing on large-cap core equities selected from the S&P 500 Index and exchange-traded fund strategies that target favored areas of the global markets. WestEnd has full authority to make trades without asking clients first, though clients may place reasonable written restrictions on their portfolios. In addition to managing direct client accounts, WestEnd provides model portfolio recommendations and participates in various wrap-fee programs where clients pay a single bundled fee to a program sponsor. The firm does not offer standalone financial planning services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $25.0M | 0.75% |
| $25.0M - $50.0M | 0.65% |
| $50M+ | 0.50% |
Fees are negotiable based on account type, size, and services provided. For wrap-fee programs, WestEnd receives a fee ranging from 0.30% to 0.50% per year.