Western Financial Corporation (WFC) offers investment advisory services to individuals, trusts, estates, retirement plans, and businesses. WFC provides customized portfolio management based on individual client goals and risk tolerance. WFC also offers consultation and investment services to retirement plans and their participants. WFC does not make rollover recommendations.
Assets Under Management$310M
Clients169
Advisors3
Avg. per Client$1.8M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.30% |
Fees are negotiable at WFC's sole discretion. Some accounts are under different fee schedules honoring prior agreements and/or for CPM clients, aggregated by household to determine the maximum portfolio annual fee. WFC also manages some family/related and friends’ accounts at no charge.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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