Build Your Wealth Today With A Local WestStar Investment Advisor!
The WestStar Advisor-Guided Online Portfolio provides access to diversified, fiduciary-based, indexed portfolios. Benefit from the expertise of our Wealth Management Division and grow your wealth using goals-based strategies with guidance from our Advisor. This portfolio requires a $100,000 minimum opening balance and offers a low-cost annual fee* of 0.75%.
To get started, please complete and submit the
form below and a WestStar Advisor will contact you.
Notice: Account Transactions for WestStar's Digital Investment Portfolios will be processed by Betterment, LLC. Technology, a third-party provider. Electronic Communications may also be sent on WestStar’s behalf from Support@bettermentforadvisors.com.
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