Westerly Investments offers investment management for accounts over $1 million, implementing strategies primarily through mutual funds. They also provide mutual fund consulting for smaller accounts ($250,000 minimum) and investment consulting for larger accounts ($2 million+). Clients are not obligated to follow Westerly's recommendations or use specific brokers.
Assets Under Management$64M
Clients17
Advisors1
Avg. per Client$3.8M
Avg. per Advisor$64M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.65% |
Fees may be negotiable on a case-by-case basis for accounts in excess of $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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