Westfuller Advisors offers investment and wealth management services to individuals, families, and institutions. Westfuller focuses on sustainable and impact investing, seeking investments that generate positive social and environmental impact alongside financial return. Westfuller works with clients to understand their financial goals, sustainability objectives, and risk tolerance to construct a diversified portfolio. They may recommend other professionals for services outside their expertise.
Fee Structure
Westfuller offers investment management services where you pay a percentage of your portfolio's value. The exact percentage depends on the size of your portfolio and whether you are an institutional or non-institutional client. Fees are negotiable and may vary.
For Institutional Clients:
- First $5,000,000: 1.00% per year
- $5,000,001 - $10,000,000: 0.85% per year
- $10,000,001 - $25,000,000: 0.70% per year
- $25,000,001 - $50,000,000: 0.65% per year
- $50,000,001 - $75,000,000: 0.60% per year
- $75,000,001 - $100,000,000: 0.55% per year
- $100,000,001 - $500,000,000: 0.50% per year
- $500,000,001 - $1,000,000,000: 0.45% per year
- Above $1,000,000,001: 0.25% per year
*An administration fee of 0.20% is added for certain investments that cannot be managed on a discretionary basis.
For Non-Institutional Clients:
- First $1,000,000: 1.75% per year
- $1,000,001 - $3,000,000: 1.00% per year
- $3,000,001 - $5,000,000: 0.90% per year
- $5,000,001 - $10,000,000: 0.85% per year
- $10,000,001 - $25,000,000: 0.80% per year
- $25,000,001 - $50,000,000: 0.75% per year
- $50,000,001 - $75,000,000: 0.70% per year
- $75,000,000 - $100,000,000: 0.65% per year
- Above $100,000,000: 0.60% per year
Westfuller also offers a fixed fee option, negotiated based on hourly rates ($375-$550) and other factors.