West Financial Advisors (WFA) provides investment advisory services, both with and without the authority to make trades without asking first. WFA tailors its advice to each client's needs and allows clients to set restrictions on investments. Financial planning is included for clients with larger investment balances. WFA is legally required to act in your best interest.
Assets Under Management$670M
Clients305
Advisors7
Avg. per Client$2.2M
Avg. per Advisor$96M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$8,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $6.0M | 0.50% |
| $6M+ | 0.30% |
If the percentage-based fee for the first $1,000,000 is less than $8,500, a flat fee of $8,500 is charged instead.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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