• We charge fees based on the value of your assets held at West End Wealth Planning
• We believe that our clients should know what they’re paying. That’s why all of our advisory fees are completely transparent and fully visible to our clients
• These fees follow a sliding scale. The more money you invest, the lower your fees are
• We offer household fees. If you refer a direct family member to us then we will household your accounts resulting in a lower fee for everyone
| On assets valued up to $1 million | 1.25% |
| On assets valued between $1,000,001- $3 million | 1.00% |
| On assets valued between $3,000,001- $5 million | 0.75% |
| On assets valued between $5,000,001 and up | Negotiable |