Wesban Financial Consultants offers non-discretionary asset management services. Wesban determines which securities to buy or sell and the amount, but gets client approval before any trades. Wesban helps clients with investment goals, time horizons, and risk tolerance. Recommendations may include a financial plan covering wills, estate plans, investments, taxes, qualified plans, insurance, retirement income, Social Security, and college planning. Clients are not obligated to act on Wesban's recommendations or to execute transactions through Wesban.
Assets Under Management$61M
Clients100
Advisors1
Avg. per Client$610K
Avg. per Advisor$61M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.5M | 0.75% |
| $1.5M - $3.0M | 0.60% |
| $3M+ | 0.50% |
The annual fee is negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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