West Fork Wealth Management (WFWM) provides investment management services where they make investment decisions for you. They also offer financial planning to investment management clients at no additional cost, covering topics like retirement, cash flow, and estate planning. WFWM creates investment strategies based on your goals and risk tolerance. You can restrict investments in certain securities. WFWM uses various analysis methods, including fundamental and technical analysis.
Assets Under Management$10M
Clients6
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$10M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $20.0M | 0.80% |
| $20.0M - $30.0M | 0.70% |
| $30M+ | 0.60% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...