Aidan Mcnally is a registered investment advisor at Westwood Management CORP, based in Saint Paul, MN, with 3 years of industry experience. Aidan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Investment Management, Real Estate Investing. Their firm serves 247 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 $25.0M | 0.75% |
| $25.0M - $50.0M | 0.65% |
| $50M+ | 0.50% |
Fees vary significantly by strategy. The schedule shown reflects general rates for equity and tactical strategies. Minimum investments typically range from $1 million to $50 million depending on the strategy.
Fee Estimator
Location
Saint Paul, MN
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 Management CORP
Salient Capital L.P.
Salient Capital L.P.Broker
Previous Registrations
Gradient Wealth Management
Gradient Securities, LLCBroker
State Registrations2 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.
Exams
More Advisors
- Bjorn Amundson, CFPQuarry Hill Advisors
- Diana Brass, CFPMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Deborah Anderson, ChFCState Farm Investment Management CORP.
- Matthew Showalter, CFPMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Robert Phillips, CFPGreater Midwest Financial Group, LLC
- Elyse Jensen, CFP, ChFCAzure Wealth Management