WESCAP Group provides personalized investment advice and financial planning services. For wealth management clients, WESCAP works with clients to determine their investment objectives and risk tolerance to develop a tailored investment strategy. WESCAP monitors portfolio performance and rebalances as needed. Financial planning services include financial reviews and consulting, covering areas like tax, cash flow, investments, insurance, estate planning, budgeting, and education planning.
Assets Under Management$990M
Clients329
Advisors6
Avg. per Client$3M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,563
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $5.0M | 0.75% |
| $5.0M - $7.5M | 0.50% |
| $7.5M+ | 0.40% |
An additional fee will be added to the fee schedule for non-discretionary accounts. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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