Firm
Ninety West Global Wealth
New Orleans, Louisiana
Fee-only
Ninety West Global Wealth at a glance
- One of 63 fee-only firms based in Louisiana in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 25 individual clients.
- Its average account is about $205,000 (assets it manages divided by its 32 accounts).
Facts
| Based in | New Orleans, Louisiana |
|---|---|
| Website | ninetywestglobalwealth.com |
| [email protected] | |
| Phone | (504) 822-6083 |
Ninety West Global Wealth fees
Ninety West Global Wealth doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $7 million |
| Individual clients | 25 |
| Accounts managed | 32 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | April 15, 2026 |
| SEC record | CRD 300614 |