Due West Wealth Advisors provides wealth management services, including investment management and financial planning, to individuals and high net worth individuals. They work with clients to understand their goals, risk tolerance, and financial situation to create a customized portfolio strategy. They primarily invest in exchange-traded funds, individual equities, mutual funds, and options contracts. Financial planning services cover areas like retirement, personal savings, and education savings. Due West may refer clients to other professionals like accountants or attorneys.
Assets Under Management$300K
Clients5
Advisors1
Avg. per Client$60K
Avg. per Advisor$300K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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