• 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 $500,000  1.35%
On assets valued between $500,001 and $1 million

1.00%
On assets valued between $1,000,001- $3 million 0.85%
On assets valued between $3,000,001- $5 million

0.70%
On assets valued between $5,000,001 and up

0.50%