WestHill Financial Advisors offers personalized financial planning, financial consulting, and investment management services. They work with individuals, trusts, estates, small to mid-size businesses, non-profits, and endowments. Services include financial goal setting, risk assessment, asset allocation, investment selection, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. They also provide pension consulting services to retirement plans.
Assets Under Management$680M
Clients442
Advisors6
Avg. per Client$1.5M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.35% |
| $100K - $500K | 1.15% |
| $500K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.30% |
Fees are negotiable on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...