Westminster Financial Advisory CORP
Westminster Financial Advisory Corporation offers investment supervisory services and general investment advice. They work with individuals, families, trusts, estates, charities, small businesses, and retirement plans. Westminster builds portfolios based on client circumstances, needs, risk tolerance, and objectives. The advisory fee may include general financial advice like retirement planning, insurance reviews, 401(k) recommendations, and education funding.
Fee Structure
Westminster Financial Advisory charges a percentage of the value of your investments. The annual percentage rate is negotiable based on factors like the services offered, complexity, total assets in the household, and the relationship with the advisor. The annual advisory fee will not exceed 2.5% of the managed account value. Clients may also be charged commissions and/or service fees for trades executed in their account, which are also negotiable.