West Financial Services, INC.
Assets Under Management
$2.6B
Number of Clients
919
Number of Advisors
21
Average Client AUM
$2.8M
AUM per Advisor
$122.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
West Financial Services (WFS) provides investment advisory services to individuals, high net worth individuals, retirement and profit sharing plans, charitable organizations, and corporations. WFS stresses diversified portfolios tailored to each client’s individual circumstances and specific goals. WFS also offers financial planning and personalized consulting services.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $7.0M | 0.50% |
| $7.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
The minimum amount of assets for an Investment Management Services relationship is $1 million, except for existing clients, their immediate families, and referrals. Accounts may be aggregated to meet the $1 million minimum relationship size or to achieve higher asset levels and lower annual fee breakpoints. The minimum may be waived by WFS in its discretion.
Fee Estimator
Investment management fees are calculated quarterly, based on a percentage of assets under management. For financial planning and personalized consulting, fees are charged hourly at $250/hour or a fixed fee. Foundational Planning services are offered for a fixed subscription fee of $125/month. The minimum amount of assets for an Investment Management Services relationship is $1 million, except for existing clients, their immediate families, and referrals. Accounts may be aggregated to meet the $1 million minimum relationship size or to achieve higher asset levels and lower annual fee breakpoints. The minimum may be waived by WFS in its discretion.
Areas of Practice
Location
2010 Corporate Ridge Road, Ste 530, Mclean, VA, 22102
