10 West Advisors is a registered investment advisor providing investment management services. They utilize a single investment strategy for all clients, focused on value-based investing in areas with structural inefficiencies. Clients grant 10 West Advisors discretionary authority to manage their investment accounts. The firm does not participate in wrap fee programs.
Assets Under Management$10M
Clients16
Advisors1
Avg. per Client$630K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
For certain qualified clients and if agreed upon in writing, an additional annual performance fee equal to 20% based on the capital appreciation in the client’s account(s).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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