Westward Investment Advisory (WIA) is a registered investment advisor offering portfolio management on both discretionary and non-discretionary bases, as well as investment and asset servicing consulting. WIA serves individuals, families, not-for-profit organizations, family offices, corporations, and retirement plans. WIA also offers financial planning services to help clients manage their financial resources and achieve their financial goals. WIA may recommend third-party money managers.
Assets Under Management$490M
Clients15
Advisors3
Avg. per Client$33M
Avg. per Advisor$160M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $15.0M | 0.40% |
| $15.0M - $25.0M | 0.35% |
| $25.0M - $50.0M | 0.30% |
| $50M+ | 0.30% |
Fees are negotiable for accounts over $50,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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