Wescap Group
Assets Under Management
$985.0M
Number of Clients
329
Number of Advisors
6
Average Client AUM
$3.0M
AUM per Advisor
$164.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
WESCAP Group provides personalized investment advisory services, including discretionary and non-discretionary wealth management and financial planning. They tailor investment advice to meet client needs, monitor portfolio performance, and offer financial review and consulting services. Financial planning fees may be waived for wealth management clients.
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
Location
330 N. Brand Blvd, Suite 850, Glendale, CA, 91203