Two West Capital Advisors LLC
Assets Under Management
$3.2B
Number of Clients
579
Number of Advisors
15
Avg. Portfolio per Client
$5.6M
Avg. Managed per Advisor
$216.2M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Two West Advisors (TWA) offers investment management, advisory, and consulting services. TWA works with institutional clients, providing services like plan design, investment option selection, and compliance consulting. TWA also offers an integrated financial planning and asset allocation program called “GoalPath” to retirement plan sponsors. Additionally, TWA provides discretionary and non-discretionary management and advisory services to wealth management clients.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Areas of Practice
Location
10975 Benson Drive, Corporate Woods, Bldg. 12, Ste. 560, Overland Park, KS, 66210