Westhampton Capital

Fee-Only (% of Portfolio)

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.

Assets Under Management$240M
Clients143
Advisors4
Avg. per Client$1.7M
Avg. per Advisor$60M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...
Location

4 Advisors at this firm