West End Wealth Management offers investment management and financial planning services. They work with high-net-worth individuals, families, trusts, and estates. West End creates customized investment portfolios using mutual funds, exchange-traded funds (ETFs), and individual securities. They also offer financial planning services covering estate, tax, charitable giving, cash flow, wealth transfer, and family legacy objectives, coordinating with other client advisors.
Assets Under Management$170M
Clients53
Advisors2
Avg. per Client$3.2M
Avg. per Advisor$85M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The fee is negotiable at the sole discretion of the firm.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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