Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningEducation PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
919 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$2.6B
Fee Structure
Minimum Investment:$1M
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% |
Accounts may be aggregated to meet the $1 million minimum relationship size or to achieve higher asset levels and lower annual fee breakpoints.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
Laura Nash
Location
14941 Shady Grove Road, Rockville, MD, 20850
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
West Financial Services, INC.
October 2022 - Present · 3 yrs 4 mos
Previous Registrations
Edward Jones
June 2017 - September 2022 · 5 yrs 3 mos
Edward JonesBroker
March 2017 - September 2022 · 5 yrs 6 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.
Contact
Laura Nash