Westside Financial Advisors offers investment management through third-party managers like Buckingham Strategic Partners. They also provide hourly financial planning on topics like retirement, risk management, and college savings. For a fixed monthly or quarterly fee, clients can receive ongoing comprehensive financial planning, including plan development, implementation, monitoring, and annual reviews. Financial planning services are not available to Texas clients.
Assets Under Management$3.3M
Clients5
Advisors8
Avg. per Client$650K
Avg. per Advisor$410K
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.65% |
The above fee schedule does not include the Outside Manager’s fee. Total advisory fees charged by Westside Financial Advisors and the Outside Manager will not exceed 3% of assets under management per year. The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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