JWEST 6, LLC offers investment advice to individuals, including high net worth individuals, and other registered investment advisors. JW's investment approach focuses on growth, emphasizing domestic equity securities with growth potential at a reasonable price. JW can also tailor strategies to meet specific client needs, including growth and income strategies emphasizing domestic corporate debt securities. Investment decisions are based on the judgment and experience of the investment team.
Assets Under ManagementN/A
Clients1
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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