DW West Investments LLC provides ongoing investment management to individuals. They create portfolios using model allocations and client-specific investment policy statements. DW West Investments uses Core Growth, Defensive U.S. Equity, and Aggressive strategies. The firm has discretionary authority to make trades and rebalance portfolios.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
For the first 10 client households (“Friends & Family/Founders 10”), the blended schedule is 0.50% up to $1,000,000; 0.40% from $1,000,000 to $5,000,000; and 0.30% above $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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