Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are based on assets under management or advisement. Financial planning, reporting, and/or consulting services may incur an additional fee, based on a percentage of assets or a flat or hourly rate. Minimum account values may apply for certain programs like Model Wealth Portfolios (lowest minimum $25,000).
Areas of Practice
Advisor Information
Office location
548 Gibson Drive, Suite 130, Roseville, CA, 95678
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andrew operates under the DBA West Capital Wealth Management for his LPL business, dedicating full-time hours. He also provides investment advisory services through Mariner Independent Advisor Network, LLC, spending full-time hours on this activity, and sells non-variable insurance through Capitas Financial, dedicating minimal time.