West Wealth Group manages investment portfolios and provides financial planning for individuals, families, and business owners. The firm builds customized portfolios using mutual funds, exchange-traded funds, individual stocks, and bonds, operating on either a discretionary or non-discretionary basis. West Wealth Group offers comprehensive financial planning, covering retirement savings, estate planning, taxes, insurance, and debt management. Financial planning is included at no additional cost for clients who use the asset management services, but is also available as a standalone service for a separate fee. The firm also provides retirement plan consulting services for employers, acting as an investment advisor under federal retirement plan rules. West Wealth Group works with independent custodians like Charles Schwab to hold client assets and collaborates with third-party professionals to assist with specialized tax and legal needs.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees range from 0.75% to 1.50% of assets under management and are negotiable.