Westwood Management Corp. is an investment advisory firm providing portfolio management services across various investment strategies, including value equity, multi-asset, and tactical growth portfolios. Westwood Management serves individuals, pension plans, trusts, charitable organizations, corporations, and pooled investment vehicles. The firm offers separately managed accounts, model portfolio programs, and institutional strategies, tailoring its investment approach to align with specific client objectives and guidelines.
Assets Under Management$12B
Clients247
Advisors14
Avg. per Client$50M
Avg. per Advisor$890M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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