WESPAC Advisors manages investment portfolios for high-net-worth individuals, trusts, corporations, and retirement plans, and provides investment advisory services to retirement plan sponsors. WESPAC Advisors primarily uses a top-down sector rotation and relative strength strategy, investing in equity securities and exchange-traded funds based on technical and fundamental research. For retirement plans, WESPAC Advisors assists with plan design, investment menu selection, and fiduciary oversight. The firm is an indirect subsidiary of Focus Financial Partners, LLC, and works with third-party custodians like Charles Schwab & Co., Inc. WESPAC Advisors also offers access to cash management solutions through Flourish Financial LLC and insurance products through an affiliate.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.05% |
| $3.0M - $5.0M | 0.95% |
| $5M+ | 0.85% |
Fees are negotiable and may be waived in certain circumstances, such as employee accounts.