Spirit West Advisors offers investment management services where they manage your investments for you. They also offer financial planning, which may include a review of your financial goals, net worth, cash flow, retirement strategy, risk management, investments, taxes, and estate planning. Spirit West Advisors may use sub-advisors to manage client accounts.
Assets Under Management$110M
Clients324
Advisors1
Avg. per Client$330K
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.55% |
| $1.0M - $2.0M | 1.35% |
| $2M+ | 1.15% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. For accounts managed on the Asset Dedication Platform, Clients will be billed a flat annual fee of up to $125 per account per year. This fee is in addition to SWA’s fee disclosed above.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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