WesCal Wealth provides ongoing portfolio management and financial planning services tailored to each client's specific goals, time horizon, and risk tolerance. Founded in March 2025 and led by Casey Mervine, the firm builds customized investment strategies primarily using exchange-traded funds, mutual funds, fixed income securities, and real estate investment trusts. WesCal Wealth operates as a registered investment advisor and creates personalized investment policy statements for client accounts. In addition to investment management, the firm offers hourly financial planning covering retirement, taxes, insurance, debt, and college savings. WesCal Wealth requires clients to use specific custodial platforms and maintains discretion over trading decisions when authorized. The firm's principal also acts as an independent insurance agent, presenting a potential conflict of interest when recommending insurance products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.70% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $25.0M | 0.20% |
| $25M+ | 0.10% |
Fees are generally negotiable and calculated using the average daily balance of the account.