AB
CFA
AB
CFA

Amine Benali

10 Years of Experience
Holliston, MA

Amine Benali is a CFA-designated registered investment advisor at Westland Gate Capital, LLC, based in Holliston, MA, with 10 years of industry experience. Amine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Socially Responsible Investing. Their firm serves 2 clients.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)
Annual Retainer:From $40,000/year
One-Time Plan:Up to $25,000
Hourly Rate:Up to $275/hr
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Location

770 Washington Street, Suite 9, Holliston, MA, 01746

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Amine coordinates technical assistance for a nonprofit organization, Local Enterprise Assistance Fund, since 2015. He dedicates nearly full-time hours to this role, assisting cooperatives and disadvantaged small businesses and receiving a normal salary.

Employment History
Current Registrations
Westland Gate Capital, LLC
June 2015 - Present · 10 yrs 11 mos
State Registrations1 state
MA
Advisor

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.

Exams
No exam information available for this advisor.
Amine Benali - Financial Advisor | TrueAdvisor