Caleb Smith is a CFA, CFP-designated registered investment advisor at Westmoor Wealth LLC, based in Boston, MA. Caleb operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees may be negotiable at the sole discretion of Westmoor Wealth. The wealth management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.
Fee Estimator
Location
Boston, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Westmoor Wealth LLC
Previous Registrations
Sageview Advisory Group, LLC
State Registrations1 state
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