Wespac Advisors, LLC
Assets Under Management
$1.1B
Number of Clients
639
Number of Advisors
8
Average Client AUM
$1.7M
AUM per Advisor
$135.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
WESPAC Advisors offers investment advisory services to participant-directed retirement plans and investment management to high-net-worth clients. They customize services based on client needs, determining appropriate investment strategies after assessing investment objectives and risk tolerance. Clients with similar risk and return objectives have allocations implemented uniformly through investment models.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.05% |
| $3.0M - $5.0M | 0.95% |
| $5M+ | 0.85% |
Fees are negotiable and may be waived in certain circumstances, as in the case of employee accounts.
Fee Estimator
Investment advisory fees are based on an annual percentage of assets under management, as detailed in the fee table. These fees are negotiable and may be waived in certain circumstances, such as employee accounts. The advisory fee includes any sub-adviser fees. Clients are also responsible for third-party fees, such as brokerage commissions and custodial fees. The firm requires prospective clients who are individuals or trustee-directed retirement plans to have a minimum of $250,000 to invest with them ($5,000 if the client is a self-directed retirement plan), but retain the discretion to waive the minimum under appropriate circumstances.
Areas of Practice
Location
4 Orinda Way, Suite 100-B, Orinda, CA, 94563