21 West Wealth Management LLC is a wealth management firm based in Tustin, California, founded in 2019 and owned by Michael Silane and Sara Lovell. 21 West Wealth Management offers personalized investment management and financial planning services primarily to affluent individuals, families, trusts, and estates, as well as institutional retirement plans. The firm builds diversified portfolios using equities, fixed income securities, mutual funds, exchange-traded funds, cash equivalents, and structured notes. Financial planning is fully integrated into the wealth management relationship at no additional cost and covers retirement planning, cash flow analysis, investment planning, education planning, insurance planning, tax strategies, and estate planning considerations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $7.0M | 0.75% |
| $7.0M - $12.0M | 0.50% |
| $12M+ | 0.25% |
Accounts within the same household may be combined for a reduced fee. Fees are billed monthly in arrears based on average daily balance. Annual fees may be negotiable.
