West Invest offers portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an investment policy statement and construct a plan to select a suitable portfolio. West Invest also provides financial planning services covering areas like estate planning, tax planning, and cash flow management. Clients may impose restrictions on investments based on their values or beliefs.
Assets Under Management$190M
Clients731
Advisors5
Avg. per Client$260K
Avg. per Advisor$39M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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