West End Wealth - Guidepost FORMula

Guidepost FORMula

A Wealth Planning Strategy for our evolving lives in an ever-changing world. Your financial needs and wants were likely quite different 5 or 10 years ago and they will likely be different 5 to 10 and 20 years form now. That's why we developed and refined the Guidepost FORMula, which brings all the parts of your financial puzzle in one place, so you always know where you are and where you are headed. Our comprehensive process includes:

Business Owners

If you are a business owner, you know that your needs are unique. That's why in addition to our comprehensive Guidepost FORMula, our business owner clients also have access to the following additional services:

West End Wealth services for business owenrs

Our fee Structure

• 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