West Financial Services (WFS) offers investment advice and financial planning to individuals, high net worth individuals, retirement plans, charities, and businesses. WFS creates diversified investment portfolios tailored to each client's goals and risk tolerance. WFS also provides financial planning services covering insurance, education funding, estate planning, and other areas. WFS is a subsidiary of Atlantic Union Bank.
Assets Under Management$2.6B
Clients919
Advisors22
Avg. per Client$2.8M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $7.0M | 0.50% |
| $7.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Accounts may be aggregated to meet the $1 million minimum relationship size or to achieve higher asset levels and lower annual fee breakpoints. The minimum may be waived by WFS in its discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
22 Advisors at this firm
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