Start Building Your Wealth Today!
WestStar's Online Investments Portfolios provide access to diversified, fiduciary-based, indexed portfolios. We offer two exceptional options to help you realize your financial aspirations. Our Self-Guided option gives you the flexibility to build and manage your financial goals independently, while our Advisor-Guided option provides invaluable support and insights from our local team of experts.
Whichever option you choose, know that you can count on WestStar Wealth Management to provide the tools and resources you need to succeed. Sign up today to take the first step towards a brighter financial future!
Self-Guided
Turn your life goals into reality with a plan you design.
- Minimum Balance: $0
- Annual Fee*: 0.50%
- Professionally Constructed Portfolios
- Exchange Traded Fund Strategies
- Online Dashboard
- Goals Based
- Unlimited Transfers
- Support Desk
Advisor-Guided
One-on-one help to define and pursue your goals.
- Minimum Balance: $100,000
- Annual Fee*: 0.75% ($750 Minimum Annual Fee)
- Professionally Constructed Portfolios
- Exchange Traded Fund Strategies
- Online Dashboard
- Goals Based
- Unlimited Transfers
- Local Support
- Dedicated Advisor
Transition Your Wealth Smoothly!
Customized investment strategies
tailored to your needs.