Westport Asset Management INC

View SEC Summary

Assets Under Management

$396.8M

Number of Clients

Not reported

Number of Advisors

N/A

Avg. Portfolio per Client

N/A

Avg. Managed per Advisor

N/A

Compensation

Fee-Only (% of Portfolio)

About This Firm

Westport Asset Management (WAM) manages investment portfolios for institutional and high-net-worth individual clients, pension and profit-sharing plans, charitable organizations, and private funds. WAM invests primarily in small capitalization United States equities using a value investment strategy. WAM manages client portfolios on a fully discretionary basis to maximize total returns within each client’s risk profile and investment guidelines. WAM does not offer financial planning services.

Fee Structure

Minimum Investment:$10M

Investment management only (planning not offered)

Portfolio-Based Fees (Flat)

Portfolio Value	Annual Fee
Any	1.00%

Fees are negotiable and some clients have performance-based fees.

Fee Estimator

Your Portfolio Value

$500K

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Estimated Annual Fee

—

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Areas of Practice

Investment ManagementHigh Net Worth

Location

732 Kings Highway West, Southport, CT, 06890

0 Advisors at this firm

No advisors found for this firm.