Wespac Advisors Fees & Minimum

Overview

Headquarters: Orinda, CA
Total Firm Assets: $1.2 billion
Average High-Net-Worth Client Portfolio Size: $1.9 million
Stated Minimum Account Size: $250,000

Fee Disclosure

Source: ADV FORM PART 2A (2026-04-01) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.25%
$1,000,001	$2,000,000	1.15%
$2,000,001	$3,000,000	1.05%
$3,000,001	$5,000,000	0.95%
$5,000,001	and above	0.85%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$12,500	1.25%
$5 million	$53,500	1.07%
$10 million	$96,000	0.96%
$50 million	$436,000	0.87%
$100 million	$861,000	0.86%

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: 8.24%
Number of High-Net-Worth Clients: 52
Total Client Accounts: 642
Discretionary Accounts: 642

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting

Regulatory Filings

SEC CRD Number: 148242

ADV FORM PART 2A (2026-04-01) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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