Platte West Wealth Management provides financial planning and investment management services to individuals, high net worth individuals, trusts, estates, corporations, and other business entities. Financial planning includes cash flow, tax, retirement, survivor needs, disability, long-term care, asset allocation, education, accumulation goals, estate, and business succession planning. Investment management is offered on a discretionary basis.
Assets Under Management$25M
Clients28
Advisors1
Avg. per Client$910K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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