WestPeak Financial offers portfolio management based on individual client goals and risk tolerance. They create an investment policy statement for each client. They also offer financial planning services covering investments, insurance, taxes, retirement, and college planning. WestPeak Financial participates in Altruist LLC's Model Marketplace, assigning client accounts to portfolios generated by Altruist LLC.
Assets Under Management$360K
Clients2
Advisors1
Avg. per Client$180K
Avg. per Advisor$360K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 0.70% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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