The Western Wealth Group provides investment advisory services to individuals, high net worth individuals, trusts, and estates. They create customized investment strategies based on client goals, risk tolerance, and financial situations. Western primarily uses mutual funds and exchange-traded funds (ETFs) to construct portfolios, but may also use individual stocks, bonds, and other investments. They also offer financial planning services as a component of their investment management services.
Assets Under Management$110M
Clients61
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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