WestEnd Capital Management provides investment advice to a private investment fund and to individuals through separately managed accounts. For individual clients, WestEnd also offers financial planning services like retirement, risk management, and college funding at no additional charge. The firm offers three different investment approaches for separate accounts: Core Growth, Equity Income, and Custom portfolios.
Assets Under Management$440M
Clients330
Advisors3
Avg. per Client$1.3M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$150K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is 0.375% per quarter, equivalent to 1.5% annually, as long as the account value is equal to or greater than $10,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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