Aaron Westrate
Aaron Westrate is a registered investment advisor at Westrate Capital Management, INC., based in Signal Mountain, TN, with 22 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 29 clients with $24M 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 $100K | 1.00% |
| $100K - $500K | 0.90% |
| $500K+ | 0.50% |
Fees are negotiable based upon certain criteria.
Fee Estimator
Location
Signal Mountain, TN
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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
Westrate Capital Management, INC.
Previous Registrations
Frank Advisory Services, INC.
Linsco/private Ledger CORP.
State Registrations3 states
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.