James Westmacott
James Westmacott is a CFP-designated registered investment advisor at Westco Advisory Services, INC., based in Lynbrook, NY, with 42 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 324 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $7.5M | 0.75% |
| $7.5M - $10.0M | 0.65% |
| $10.0M - $15.0M | 0.50% |
| $15M+ | 0.40% |
Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Location
77 Hempstead Ave, Lynbrook, NY, 11563-1637
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is the owner and president of Westco Advisory Services, Inc., a registered investment advisor, dedicating about half of his time to portfolio management and client meetings. He is also the owner of Westco Agency, Inc., an insurance agency, and is licensed for life, health, and disability insurance, but spends no time on the business, and also does tax preparation and P&C sales with commissions.
Employment History
Current Registrations
Westco Advisory Services, INC.
Westco Investment CORP.Broker
Previous Registrations
Fsc Securities CorporationBroker
State Registrations9 states
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