West Loop Financial (WLF) manages investment portfolios for individuals, including high net worth individuals, trusts, retirement plans, charities, and businesses. WLF works with clients to determine their investment objectives and risk profile, then designs a written investment policy. WLF may also consult with clients on various financial areas including income and estate tax planning, business sale structures, college financial planning, major purchases, retirement planning, and insurance analysis.
Assets Under Management$45M
Clients27
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$45M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.60% |
| $6M+ | 0.50% |
WLF reserves the right to apply a reduced fee schedule to employees of WLF and their family members.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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