80 West Asset Management provides investment management services to clients, guided by their individual Investment Policy Statement. They focus on creating diversified portfolios based on asset class analysis and due diligence, tailored to clients' objectives, time horizon, risk tolerance, and values. 80 West also offers standalone financial planning services through Steel City Wealth Collaborative, covering goal setting, cash flow management, tax planning, insurance planning, and estate planning.
Assets Under Management$6.9M
Clients20
Advisors1
Avg. per Client$350K
Avg. per Advisor$6.9M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K+ | 0.50% |
Fees may be waived on accounts of 80 West family members. Fees may also be waived or discounted for analysis or held away account review at the discretion of 80 West.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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