71 West Capital Partners offers wrap fee portfolio management and financial planning services to help clients meet their financial goals. 71 West works with clients to understand their investment objectives and risk tolerance, then builds personalized investment portfolios using individual stocks, bonds, ETFs, and other securities. Portfolios are continuously monitored and rebalanced. 71 West recommends Pershing Advisor Solutions LLC as a custodian for client accounts.
Fee Structure
71 West Capital Partners charges a blended annual investment management fee ranging from 0.30% to 1.00% of the assets they manage. The fee is based on the client’s chosen asset classes, with each asset class having a different advisory fee. The overall fee is billed at different rates against each asset class comprising the client’s overall assets under management. Clients may also utilize margin lending and other administrative services for a separate, additional fee.