Westfield Wealth Management provides investment management and financial planning services to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, and retirement plans. Westfield helps clients identify a strategic asset allocation and develops a personal investment policy using mutual funds or third-party money managers. Westfield also offers financial planning services, including tax, cash flow, estate, retirement, education, and insurance planning.
Assets Under Management$89M
Clients78
Advisors3
Avg. per Client$1.1M
Avg. per Advisor$30M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fees range up to 1.00% of investable assets and the client’s fee is specified and agreed upon in the client’s investment advisory agreement prior to any services being provided. The amount of the fee is negotiated on a case by case basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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