Start Building Your Wealth Today!
WestStar Online Investment Portfolios provide direct access to diversified, fiduciary-based, indexed model portfolios. Benefit from the expertise of our Wealth Management Division and grow your wealth using goals-based strategies.
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Self-Guided |
Advisor-GuidedConnect Now |
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Tools and an investment strategy aligned to your goals.
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One-on-one help to define and
pursue your goals.
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Minimum Balance
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$0
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$100,000 |
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Annual Fee*
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0.50%
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0.75%
($750 Minimum Annual Fee) |
| Professionally Constructed Portfolios |
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| Exchange Traded Fund Strategies |
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| Online Dashboard |
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| Goals Based |
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| Unlimited Transfers |
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| Support Desk |
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Local Support
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| Dedicated Advisor |
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Disclosures:
WestStar Bank offers investment services, on a fee-only basis, through its Wealth Management & Trust Services Division. WestStar does not offer commission/trading accounts, margin accounts, securities trading, or proprietary funds.
Emails may be sent on WestStar‘s behalf from support@bettermentforadvisors.com.
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*Fees are based on each account's daily average balance each month, billed in arrears, and will be deducted from the account three days after the transaction date, following the settlement of the trade(s) made to fund the fee. For Advisor-Guided accounts only, a minimum annual fee of $750 applies.
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