West Financial Services offers personalized investment management and financial planning services tailored to individual goals and risk tolerance. The firm builds diversified portfolios using a core-and-satellite approach for stocks and a laddered strategy for bonds. In addition to managing investments, West Financial Services provides comprehensive financial planning covering cash flow, taxes, insurance, education funding, and estate planning, as well as specialized consulting and foundational budgeting programs.
Assets Under Management$2.8B
Clients964
Advisors22
Avg. per Client$2.9M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $7.0M | 0.50% |
| $7.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Accounts may be aggregated to meet the $1 million minimum relationship size or achieve lower fee breakpoints. Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
22 Advisors at this firm
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