Rayburn West Financial Services

Rayburn West Financial Services, LLC was established on July 1, 2007, with Charles R. West Jr. as the founding member. The firm specializes in fee-based asset management, estate and financial planning, education and funding planning, and life and risk management through the use of puts and calls to manage risk. They actively manage investment advisory accounts tailored to individual financial needs, objectives, time horizon, and risk tolerance. As of December 31, 2024, the firm held $180,386,445 in assets under management, with both discretionary and non-discretionary accounts available. Clients can impose restrictions on specific securities by written request. For fee structure, Rayburn West Financial Services deducts fees quarterly based on a sliding scale: 1.50% for accounts up to $49,000, decreasing to 1.0% for accounts over $1,000,000, with negotiation for accounts over $2,000,000. The firm can terminate the Investment Advisory Agreement with 30 days' notice. Clients may incur transaction costs, but custodians generally do not charge separately for custody. The firm uses methods such as charting, technical, fundamental, and cyclical analysis to buy undervalued assets and hedges to minimize risk. They do not engage in frequent trading and do not control the duration for an investment to reach full value. Rayburn West Financial Services has discretionary authority for trading and disbursement for all investment advisory accounts, excluding retirement plans, and clients can impose restrictions on specific securities. The firm does not vote for clients' securities but allows clients to direct their own votes.