West Coast Financial Wealth Management offers financial planning services and helps clients choose and monitor third-party investment advisors. They gather information about your financial situation, goals, and risk tolerance to provide tailored advice. They do not manage client accounts directly but recommend other advisors. Clients are not obligated to use the recommended advisors or implement the financial plan through them.
Assets Under Management$34M
Clients64
Advisors1
Avg. per Client$530K
Avg. per Advisor$34M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.35% |
This fee is for the selection and monitoring of third-party investment advisors. The client will also be charged a separate fee by the third-party advisor, typically ranging from 0.50% to 1.00%. The combined fee will not exceed 3% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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