Two West Advisors provides comprehensive wealth management services, including investment portfolio management and financial planning. The firm builds diversified portfolios using modern portfolio theory, offering both direct management and automated robo-investing options. Two West Advisors helps clients with retirement planning, tax strategies, estate planning, education funding, and cash flow management. The firm serves individuals, families, trusts, estates, charitable organizations, and business entities, with a general minimum account size of $500,000 for wealth management clients, though smaller accounts may be accepted through automated platforms.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees are negotiable and depend on account size, level of service provided, advisor, and platform used. Minimum fees may apply.