West Branch Capital offers investment advice and manages portfolios for individuals, high net worth individuals, trusts, estates, corporations, and other businesses. West Branch Capital works with clients to define their investment goals, risk tolerance, and financial situation to create a suitable portfolio allocation. Services include financial planning, investment management, retirement planning, personal savings, education savings, charitable giving, estate planning, and insurance needs.
Assets Under Management$690M
Clients372
Advisors4
Avg. per Client$1.9M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.10% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.40% |
| $15.0M - $20.0M | 0.30% |
| $20M+ | 0.25% |
Fees are negotiable and can vary from client to client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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