Western Level Advisors (WLA) offers investment advice to individuals, high net worth individuals, trusts, estates, and businesses. WLA acts as a fiduciary, prioritizing client interests and mitigating conflicts. WLA provides customized investment solutions through personal contact and discretionary investment management, often including financial planning. WLA uses Modern Portfolio Theory, constructing portfolios with low-cost ETFs and index funds for diversification, supplemented by income and total return investments. WLA also offers retirement plan consulting services to small businesses.
Assets Under Management$23M
Clients40
Advisors1
Avg. per Client$580K
Avg. per Advisor$23M
Fee Structure
Planning is included in investment management (also available separately)
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 may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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