Western Level Advisors offers customized investment management and financial planning services for individuals, high net worth individuals, trusts, estates, and businesses. Western Level Advisors follows Modern Portfolio Theory, utilizing a core-plus-satellite approach that combines low-cost exchange-traded funds and index mutual funds with targeted investments to meet long-term goals while managing risk. Financial planning and consulting services are typically included as part of the investment management engagement, covering areas such as retirement planning, personal savings, and education funding. Western Level Advisors also offers retirement plan consulting services for small businesses.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are based on a straight tier calculation where the entire portfolio falls into a single rate tier rather than being blended. Fees are negotiable at the sole discretion of Western Level Advisors.