Advisor at West Financial Strategies, Inc.
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Firm
West Financial Strategies, Inc.
Location
Sanford, NC 27330
Credentials
CFP®
Industry experience
25 years
Milton West is a CFP® professional with 25 years of experience in financial advising. He has been with West Financial Strategies, Inc. since 1998 and also serves as the president and sole owner of M. Lee West, CPA, P.A., a CPA firm he founded in 1986. Outside of his advisory role, he is a managing partner in a company that holds title to a motorboat and boat slip. West Financial Strategies provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation approach using passive index funds and ETFs as the core, complemented by selective active funds and securities, managing approximately $106 million in discretionary assets.
Based on West Financial Strategies, Inc.
$0 - $1,000,000: 0.25% Quarterly $1,000,000 - $2,000,000: 0.20% Quarterly $2,000,000+: 0.125% Quarterly
Account minimum: $100,000 Fee-only: Firm is strictly fee-only (no commissions accepted). Fees are based on percentage of assets under management per tiered schedule.
301 Court Square
Sanford, NC 27330
North Carolina
West Financial Strategies, Inc.
1998 - Present (28 years)
M. Lee West, CPA, PA
1986 - Present (40 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
ChFC®, Series 66
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Series 63, Series 65
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