West Coast Capital Management provides investment advice and financial planning to individuals and families. West Coast creates investment portfolios using stocks, bonds, ETFs, and mutual funds. They also offer financial planning services covering retirement, insurance, cash flow, education, and estate planning. For investment management, West Coast uses both in-house and third-party managed portfolios.
Assets Under Management$17M
Clients78
Advisors3
Avg. per Client$220K
Avg. per Advisor$5.6M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.95% |
| $100K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable. If third-party firms are used to manage accounts, the maximum annual fee third-party money firms charge ranges from 0.25% to 0.75%, for our asset management service. Asset management fees will not exceed 2.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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