West Village Wealth is a registered investment advisor founded in 2026 and based in New York. The firm offers personalized investment management and financial planning services to individuals and high-net-worth clients. West Village Wealth builds customized investment portfolios using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, incorporating Modern Portfolio Theory and fundamental analysis. Clients can also request socially responsible investing strategies. In addition to managing investments, West Village Wealth provides comprehensive financial planning covering retirement, taxes, estate planning, cash flow, college savings, and business planning. Planning is available either on an ongoing monthly basis or as a one-time project. West Village Wealth operates as a fee-only firm and does not have an account minimum requirement.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.60% |
| $4M+ | 0.50% |
Fees are negotiable and household accounts may be aggregated.