118 West Capital Management LLC

Fee-Only (% of Portfolio)

118 West Capital Management provides investment management services, primarily focusing on a concentrated equity portfolio within the 'cleantech' industry. The firm seeks clients whose investment objectives, risk tolerance, and income needs align with their investment strategy. 118 West Capital utilizes fundamental, quantitative, and qualitative analysis, along with asset allocation, to manage client investments. The firm has discretionary authority to manage client accounts.

Assets Under Management$930K
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable with each client based on a variety of factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...
Location

0 Advisors at this firm

No advisors found for this firm.
118 West Capital Management LLC | TrueAdvisor