West Arbor Solutions provides investment management and financial planning services to individuals, high net worth individuals, trusts, and charitable organizations. WAS offers ongoing asset management based on individual client goals and risk tolerance. Financial planning services include ongoing and one-time planning covering various topics such as retirement, investments, and estate preservation.
Assets Under Management$12M
Clients38
Advisors2
Avg. per Client$320K
Avg. per Advisor$6.2M
Fee Structure
Minimum Investment:$500K
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...