Western Research and Management offers investment advice and manages portfolios for individuals, high net worth individuals, banking institutions, charities, and corporations. Services include asset allocation, security selection, and portfolio evaluations, communicated through reports, meetings, and calls. Western also manages private investment funds for sophisticated investors. These funds are not tailored to individual needs.
Assets Under ManagementN/A
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $750K | 1.25% |
| $750K+ | 1.00% |
Fixed income accounts are charged 1.00%. Mutual fund accounts are charged 1.50% in addition to the mutual fund's internal fees. Clients may pay a reduced fee based upon certain circumstances at Western's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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