Assets Under Management
$1.1B
Number of Clients
639
Number of Advisors
8
Average Client AUM
$1.7M
AUM per Advisor
$135.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
WESPAC Advisors offers investment advisory services to participant-directed retirement plans and investment management to high-net-worth individuals. They assess client objectives and risk tolerance to implement investment strategies, often using investment models. Certain legacy client assets are sub-advised. The firm has been an SEC-registered investment advisor since 1995.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.05% |
| $3.0M - $5.0M | 0.95% |
| $5M+ | 0.85% |
Fees are negotiable and may be waived in certain circumstances, as in the case of employee accounts.
4 Orinda Way, Suite 100-B, Orinda, CA, 94563