Overview
- Headquarters
- Glendale, CA
- Total Firm Assets
- $1.1 billion
- Average High-Net-Worth Client Portfolio Size
- $4.9 million
- Stated Minimum Account Size
- $500,000
Recent Rankings
Fee Disclosure
Source: WESCAP MANAGEMENT GROUP INC ADV BROCHURE (2026-09-14) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.25% |
| $500,001 | $1,500,000 | 1.00% |
| $1,500,001 | $5,000,000 | 0.75% |
| $5,000,001 | $7,500,000 | 0.50% |
| $7,500,001 | and above | 0.40% |
Stated Minimum Annual Fee: $6,250
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $11,250 | 1.12% |
| $5 million | $42,500 | 0.85% |
| $10 million | $65,000 | 0.65% |
| $50 million | $225,000 | 0.45% |
| $100 million | $425,000 | 0.42% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 93.20%
- Number of High-Net-Worth Clients
- 205
- Total Client Accounts
- 1,242
- Discretionary Accounts
- 1,106
- Non-Discretionary Accounts
- 136
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Regulatory Filings
- SEC CRD Number
- 104759
- WESCAP MANAGEMENT GROUP INC ADV BROCHURE (2026-09-14) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗