New West Asset Management provides ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. New West creates an Investment Policy Statement for each client, outlining their current financial situation and risk tolerance. New West generally limits its investment advice to mutual funds, fixed income securities, real estate funds (including REITs), equities, ETFs, treasury inflation protected/inflation linked bonds, commodities and non-U.S. securities. New West may also act as a subadviser to other advisors.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. For qualified clients, New West offers two additional options: a fee of up to 1.00% of your portfolio plus 10% of capital appreciation, or a 25% performance fee based on capital appreciation above a 6% hurdle rate.