West Coast Financial, LLC
Assets Under Management
$1.8B
Number of Clients
748
Number of Advisors
N/A
Average Client AUM
$2.5M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
West Coast Financial, LLC (WCF) offers comprehensive wealth management services, including investment management and financial planning, on an integrated basis. WCF manages client accounts on a discretionary or non-discretionary basis. WCF also offers retainer and consulting services. WCF serves individuals, high net worth individuals, trusts, estates, retirement plans, charitable organizations, and businesses.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.35% |
Our standard fee schedule is not negotiable; however, WCF reserves the right to make exceptions in limited circumstances at our discretion. Some clients may have a historically different fee schedule. We also manage some family and related accounts without charge.
Fee Estimator
WCF charges an annual advisory fee based on a percentage of your assets under management. For example, a $750,000 portfolio would cost approximately $6,975 per year. WCF generally requires a minimum advisory fee of $7,500 per year, billed quarterly. WCF also offers retainer and consulting services for a mutually agreed upon flat fee. WCF generally requires a minimum retainer fee of $7,500 per year. WCF may reduce or waive the minimum fee requirement at their discretion.
Areas of Practice
Location
1435 Anacapa Street, Santa Barbara, CA, 93101