Western States Investments recommends independent investment managers to clients based on their investment goals. Western States Investments monitors the performance of these managers. For business clients, Western States Investments offers qualified plan consulting services. Western States Investments does not have a minimum account size requirement.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
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Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is negotiable based on the size of the account and/or if the client has multiple accounts within the same household with the Advisor.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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