Old West Investment Management manages investments for individuals and institutions through separately managed accounts and limited partnerships. Old West also acts as a Model Provider on the Envestnet Platform, developing investment models for other advisors to use. Old West primarily manages client portfolios through a model portfolio approach. Investment management clients may impose reasonable restrictions on investing in certain securities or types of securities held in separately managed accounts.
Assets Under Management$480M
Clients550
AdvisorsN/A
Avg. per Client$870K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $25.0M | 0.75% |
| $25.0M - $50.0M | 0.65% |
| $50.0M - $75.0M | 0.55% |
| $75.0M - $100.0M | 0.50% |
| $100M+ | 0.45% |
For Old West Focused, the standard investment advisory fee is a flat 2.00% on all assets. For limited partnerships, Old West charges a 1.00% management fee on all assets. All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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