Westhampton Capital creates a financial outline and investment plan for each client based on their financial circumstances, goals, and risk tolerance. They manage investment portfolios on a discretionary basis, meaning they can make trades without asking you first. They invest in stocks, bonds, and cash, and may write covered calls. They also offer retirement plan consulting services to plans and plan fiduciaries.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.