Assets Under Management
$985.0M
Number of Clients
329
Number of Advisors
6
Average Client AUM
$3.0M
AUM per Advisor
$164.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
WESCAP Group provides personalized wealth management and financial planning services. Wealth management includes investment selection, portfolio management, and ongoing review. Financial planning services consist of financial review and consulting, addressing areas like income tax, cash flow, asset allocation, and estate planning.
| Assets Under Management | 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% |
Minimum account balance of $500,000 and a minimum fee of $1,562.50/quarter. These minimums may be waived or lowered in our sole discretion.
330 N. Brand Blvd, Suite 850, Glendale, CA, 91203