Rayburn West Financial Services provides investment management and financial planning services. As a fee-only firm, Rayburn West Financial Services is only compensated by its clients. Wealth management includes investment management and financial planning. Rayburn West Financial Services also offers exit readiness/owner transition planning, transaction-stage planning, and comprehensive financial planning.
Assets Under Management$240M
Clients142
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$120M
www.linkedin.com/company/rayburn-west-financi ·www.youtube.com/@charleswest-rwfs ·www.rayburnwest.com
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $750K | 1.10% |
| $750K - $1.0M | 1.05% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable for accounts over $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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