WestEnd Advisors offers investment management services, primarily providing ETF model strategies to financial advisors. WestEnd manages investments for individuals, high net worth individuals, pension plans, trusts, charitable organizations, government entities, and corporations. WestEnd makes investment decisions without discussing transactions in advance with clients. WestEnd also participates in wrap-fee programs where clients pay a single fee to a wrap sponsor.
Assets Under Management$1.9B
Clients4,149
Advisors18
Avg. per Client$450K
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $25.0M | 0.75% |
| $25.0M - $50.0M | 0.65% |
| $50M+ | 0.50% |
Fees and terms are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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