West Financial Planning specializes in creating and monitoring financial plans to help clients meet their goals. They offer a complimentary initial consultation to discuss the suitability of creating a financial plan. The firm uses Exchange Traded Funds, Mutual Funds, Individual Stocks and Bonds to fulfill the financial plans that are created.
Assets Under Management$4.5M
Clients25
Advisors1
Avg. per Client$180K
Avg. per Advisor$4.5M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
In certain instances, depending upon the client's needs and the services to be performed by the Advisor, a contract may be entered into with a fee different from the fee schedule set forth above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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