Caitlyn Tierney is a CFP-designated registered investment advisor at Westover Capital Advisors, LLC, based in Wilmington, DE, with 3 years of industry experience. Caitlyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 244 clients with $570M 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 $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable on a client-by-client basis. Discounted fees may be offered to family members and friends of associated persons.
Fee Estimator
Location
1013 Centre Rd,, Suite 405, Wilmington, DE, 19805
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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 →Other Business Activities
Caitlyn works full-time as a Wealth Management Assistant at Fenstermacher & Company, PC, a tax and investment advisory firm. Her activities include tax preparation, planning, investment management, and assisting with compliance duties.
Employment History
Current Registrations
Westover Capital Advisors, LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
State Registrations1 state
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