21 West Wealth Management offers wealth management and financial planning services to affluent individuals and families. Financial planning is integrated into the wealth management relationship and includes retirement planning, cash flow analysis, investment planning, education planning, insurance planning, tax planning strategies, business planning, and estate planning considerations. 21 West also provides investment management services to employer-sponsored retirement plans.
Assets Under Management$130M
Clients34
Advisors2
Avg. per Client$3.8M
Avg. per Advisor$64M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
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% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
