West-East Wealth Management provides tailored investment management services to clients, establishing asset allocation and risk management strategies based on individual risk tolerance, time horizon, liquidity needs, and tax considerations. They manage assets on a discretionary basis and do not participate in wrap fee programs.
Assets Under Management$980K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$980K
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.60% |
| $1.0M - $5.0M | 0.40% |
| $5M+ | 0.20% |
Fees can be negotiated on individual basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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