Assets Under Management
$1.8B
Number of Clients
748
Number of Advisors
N/A
Average Client AUM
$2.5M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
West Coast Financial provides comprehensive wealth management services, including investment management and financial planning, on an integrated, fee-only basis. They serve qualified individuals, focusing on helping clients accumulate, grow, protect, enjoy, and transfer their wealth. Clients have direct access to the firm's principals.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.35% |
Standard fee schedule is not negotiable, but exceptions may be made in limited circumstances.
1435 Anacapa Street, Santa Barbara, CA, 93101