West Wealth Group provides investment management and financial planning services. They focus on building portfolios to meet client needs and help clients develop and execute plans to build and preserve wealth. Services are offered on a discretionary or non-discretionary basis. Financial planning is included for asset management clients, and also offered as a standalone service.
Assets Under Management$470M
Clients2,273
Advisors14
Avg. per Client$210K
Avg. per Advisor$34M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
West Wealth Group charges a percentage of your portfolio each year. The fee ranges from 0.75% to 1.50% of the value of your portfolio. The fees may be negotiable based on certain circumstances. Assets managed by third-party money managers are included when calculating West Wealth Group's advisory fee.
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