Westlake Capital, Inc. provides investment advice, primarily on traditional investments like stocks, ETFs, gold, and fixed income. WCI tailors its services to each client's individual needs, reviewing their background, experience, and future needs to determine investment objectives. Clients can place restrictions on investments. WCI sends quarterly reports to clients.
Assets Under Management$47M
Clients13
Advisors1
Avg. per Client$3.6M
Avg. per Advisor$47M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $6.0M | 0.50% |
| $6M+ | 0.50% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...