West Financial Services, INC.
Assets Under Management
$2.6B
Number of Clients
919
Number of Advisors
21
Average Client AUM
$2.8M
AUM per Advisor
$122.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
West Financial Services (WFS) offers investment management and financial planning services. Investment management focuses on diversified portfolios tailored to client circumstances. Financial planning includes goal identification, data analysis, recommendations, and implementation assistance. WFS also offers personalized consulting services and retirement plan services.
Fee Structure
Minimum Investment:$1M
AUM-Based Fees (Tiered)
| Assets Under Management | 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 to achieve higher asset levels and lower annual fee breakpoints.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningEducation PlanningHigh Net Worth
Loading...
Location
2010 Corporate Ridge Road, Ste 530, Mclean, VA, 22102
21 Advisors at this firm
Page 1 of 2