West Paces Advisors (WPA) creates customized investment programs based on your financial situation and goals. WPA manages investment portfolios on a discretionary basis, using traditional and non-traditional assets. WPA may engage third-party advisors for model portfolios and may recommend separate account managers. WPA also provides financial oversight for portfolios managed by others, as well as wealth advisory services covering estate planning, charitable giving, and generational wealth transfer.
Assets Under Management$1B
Clients255
Advisors4
Avg. per Client$3.9M
Avg. per Advisor$250M
Fee Structure
Minimum Investment:$3M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Pricing for portfolios over $25 million is individually negotiated. Relationships valued at less than $3 million may be accepted but will be billed at the rate of 1.25% per year.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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