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West Paces Advisors, Inc.

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Client assets under management

$997,839,872

Clients

251

71% high-net worth

Advisors

4

of 7 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

63

Typical

Average account size

$3,975,458

About

West Paces Advisors provides discretionary investment management, wealth advisory and retirement-plan consulting to high‑net‑worth individuals and families as well as institutional clients such as endowments, foundations and pension/profit‑sharing plans. The firm’s Form ADV reports roughly $996.5 million in discretionary assets under management, additional non‑discretionary assets, and about $137.5 million overseen through its Trusted Advisor oversight services, with a typical account minimum around $3 million.

The firm builds a customized “Investment Program” for each client and generally implements it on a discretionary basis, using index, engineered or active strategies and engaging third‑party managers or model portfolios where appropriate. Portfolios are managed with a long‑term orientation but may include opportunistic shorter‑term trades and, for qualified investors, allocations to non‑traditional investments or private placements.

Noteworthy distinctions include the firm’s documented use of borrowing within separately managed accounts, a practice that is relatively uncommon among similar team firms, and its explicit offering of ERISA fiduciary services—potentially including 3(38) discretionary retirement plan management. The firm also operates with a compact advisory team relative to its near‑billion‑dollar discretionary footprint and provides formal financial oversight for externally managed portfolios.

Client services

Portfolio management Pension consulting Selection of other advisers Trusted advisor services

Expertise

Wealth management Private / alternative investments Active portfolio management Real estate investing

Fee options

Percentage

$0 - $3,000,000: 1.25% $0 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%

Other

Account minimum: $3,000,000 Fee-only: Investment advisory fees based on percentage of assets under management per tiered schedule; Trusted Advisor services charged separately.

Main office location

West Paces Advisors, Inc.

3284 Northside Parkway, N.W., Suite 485

Atlanta GA 30327, United States

Number of offices

1

Most active in

California · Florida · Georgia · Nebraska · New Hampshire · New York · North Carolina · South Carolina · Tennessee · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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