West Advisors offers personal financial consulting to help clients define goals, understand their finances, and evaluate their progress. West Advisors also provides discretionary and non-discretionary investment management services, managing or advising on client investment accounts based on their objectives and risk tolerance. West Advisors acts as a fiduciary, putting client interests first.
Assets Under Management$640M
Clients16
Advisors1
Avg. per Client$40M
Avg. per Advisor$640M
Fee Structure
Investment management only (planning not offered)
West Advisors offers both discretionary and non-discretionary investment management. The fee is a flat annual rate, negotiated with the client and paid quarterly. The firm does not withdraw assets from client accounts to pay fees. Clients also pay fees to third parties like custodians and brokers.
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