Overview
- Headquarters
- Newport Beach, CA
- Total Firm Assets
- $662 million
- Average High-Net-Worth Client Portfolio Size
- $3.8 million
- Stated Minimum Account Size
- $2,000,000
Fee Disclosure
Source: ADV PART 2A-WESTSHORE WEALTH (2026-03-30) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $2,000,000 | 1.00% |
| $2,000,001 | $5,000,000 | 0.85% |
| $5,000,001 | $10,000,000 | 0.75% |
| $10,000,001 | $25,000,000 | 0.70% |
| $25,000,001 | and above | 0.65% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Below minimum client size | |
| $5 million | $45,500 | 0.91% |
| $10 million | $83,000 | 0.83% |
| $50 million | $350,500 | 0.70% |
| $100 million | $675,500 | 0.68% |
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
- 97.84%
- Number of High-Net-Worth Clients
- 172
- Total Client Accounts
- 848
- Discretionary Accounts
- 826
- Non-Discretionary Accounts
- 22
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Regulatory Filings
- SEC CRD Number
- 283843
- ADV PART 2A-WESTSHORE WEALTH (2026-03-30) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗