Pride of the West Financial, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Pride of the West Financial is a financial advisory firm located in Sheridan, Wyoming, founded by Alissa Sykes. The firm provides personalized financial planning, investment management, and budgeting assistance to individuals, families, and high-net-worth clients. Pride of the West Financial helps clients navigate retirement, education funding, legacy planning, and cash flow analysis. For investment management clients, the firm builds portfolios consisting of stocks, bonds, mutual funds, and exchange-traded funds that align with each client's specific risk tolerance and goals. The firm uses fundamental and technical analysis to evaluate investments and takes a long-term approach to wealth management. Financial planning services are included at no additional cost for clients who use investment advisory services.

Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.00%
$1M+0.75%

Financial planning is included as a complimentary service if investment advisory services are used.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Pride of the West Financial, LLC - Fees, AUM & Advisors | TrueAdvisor