Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $5.0M | 0.75% |
| $5.0M - $7.5M | 0.50% |
| $7.5M+ | 0.40% |
Minimum account balance of $500,000 with a minimum fee of $1,562.50/quarter. These minimums may be waived or lowered in our sole discretion. For non-discretionary accounts, an additional fee will be added to the fee schedule above.
Fee Estimator
WESCAP Group charges an annual fee for wealth management based on a tiered schedule (see table). The minimum account balance is $500,000, with a minimum quarterly fee of $1,562.50, but these minimums may be waived. Financial consulting is available at an hourly rate of $450 or a fixed, negotiated fee. An additional fee will be added to the fee schedule for non-discretionary accounts.
Areas of Practice
Advisor Information
Office location
330 N. Brand Blvd, Suite 850, Glendale, CA, 91203
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