Toro West Capital Advisors offers investment advice and wealth planning, including family office services, to high-net-worth individuals, families, trusts, and businesses. Services include investment portfolio construction, manager selection, balance sheet advice, cash flow management, and wealth strategy. Toro West tailors its advice to each client's financial goals and risk tolerance, and may recommend external investment managers.
Assets Under Management$210M
Clients24
Advisors2
Avg. per Client$8.7M
Avg. per Advisor$100M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$25,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.95% |
| $10.0M - $30.0M | 0.85% |
| $30.0M - $50.0M | 0.75% |
| $50M+ | 0.65% |
Minimum annual fee is $25,000. One time startup fee is $15,000. Toro West reserves the right to lower or eliminate the minimum annual fee and/or waive part or all of our one-time start-up fee. These decisions will be made at Toro West’s discretion, depending on the individual circumstances of each case.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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