Pride of the West Financial provides financial planning, investment advisory services, and budgeting assistance to individuals and high net worth individuals in Wyoming. Financial planning includes retirement, education, estate, and legacy planning, as well as budgeting and cash flow analysis. Investment advisory services include managing portfolios of stocks, bonds, and mutual funds. Budgeting assistance includes debt management and savings goals.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Financial planning is included at no extra cost if investment advisory services are used. Fees may be changed with approval from management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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