Wespac Advisors, LLC

WESPAC Advisors, LLC, established in Orinda, CA, is a registered investment advisor specializing in providing investment advisory and fiduciary oversight services to retirement plans and high-net-worth clients. As part of the Focus Financial Partners, LLC partnership, WESPAC offers customized investment strategies based on client goals and needs. The firm manages over $1 billion on a discretionary basis and acts as a fiduciary under ERISA and the IRC, ensuring obligations under federal and state securities laws are met. WESPAC charges annual fees based on a tiered percentage of client assets under management, with fees negotiable and payable quarterly. Clients have investment discretion with the ability to impose restrictions on account management. The firm primarily invests in equity securities and ETFs, utilizing sector rotation and relative strength strategies. Clients are informed about the risks involved in investing, including market, interest-rate, liquidity, and cybersecurity risks. WESPAC does not charge performance-based fees and discloses no disciplinary events. The firm's brokerage practices involve a relationship with Charles Schwab & Co., Inc., and it does not have soft dollar arrangements. Clients are required to have a minimum investment of $250,000, with discretion over the choice of broker-dealer for trade execution. WESPAC Advisors provides detailed quarterly reports and proxy voting services for clients.