WESPAC Advisors provides investment advisory and fiduciary oversight services to participant-directed retirement plans and investment management services to high-net-worth clients in separately managed accounts. WESPAC determines appropriate investment strategies for clients after assessing their investment objectives and risk tolerance. Clients with similar risk and return objectives will have these allocations implemented uniformly through the use of investment models.
Assets Under Management$1.1B
Clients639
Advisors8
Avg. per Client$1.7M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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, such as for employee accounts. The fee includes any advisory fees of sub-advisers.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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