Westward Investment Advisory's Form ADV discloses 1.00% on the first $1 million, 0.80% on the next $2 million, 0.60% on the next $2 million, 0.40% on the next $10 million, 0.35% on the next $10 million, 0.30% on the next $25 million, and negotiable rates above $50 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #281742), Westward Investment Advisory is subject to fiduciary duty under federal law.
Westward Investment Advisory is headquartered in MISSION, KS.
Westward Investment Advisory serves 9 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, Westward Investment Advisory offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
Westward Investment Advisory manages $572 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, Westward Investment Advisory serves high-net-worth individuals and institutional clients. View client details ↓