Western Research and Management, L.L.C.
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
N/A
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
N/A
About This Firm
Western Research and Management offers investment advisory and management services, including asset allocation and security selection, to individuals, high net worth individuals, banking institutions, charitable organizations, and corporations. They also manage private pooled investment vehicles for sophisticated investors. The firm researches third-party managers and conducts due diligence to select energy, equity, credit, and real estate managers.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $750K | 1.25% |
| $750K+ | 1.00% |
Mutual fund accounts are charged 1.50% in addition to the fund's internal fees. Fixed income accounts are charged 1.00%. Clients may pay a reduced fee at Western's discretion.
Fee Estimator
The firm charges an annual fee based on assets under management. For equity and balanced accounts less than $100,000, the fee is 1.50%. For accounts between $100,000 and $750,000, the fee is 1.25%. For accounts greater than $750,000, the fee is 1.00%. Mutual fund accounts are charged 1.50% in addition to the fund's internal fees. Fixed income accounts are charged 1.00%. Clients may pay a reduced fee at Western's discretion. The minimum account size for Separately Managed Accounts is $250,000 and $500,000 for Private Funds.
Areas of Practice
Location
3100 W Seventh Street, Suite 300, Fort Worth, TX, 76107