Sheila Stanton is a registered investment advisor at Westwood Global Investments, based in Boston, MA, with 20 years of industry experience. Sheila operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 41 clients with $12B 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 $100.0M | 0.75% |
| $100.0M - $250.0M | 0.70% |
| $250M+ | 0.60% |
Fee schedule for WGI Developed Markets Ex-U.S. Fund and WGI Developed Markets Ex-U.S. Fund - SR. All fees are subject to negotiation.
Fee Estimator
Location
150 Federal St, Suite 1105, Boston, MA, 02110
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 →Employment History
Current Registrations
Westwood Global Investments
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.