Westover Capital Advisors offers tailored investment management and wealth advisory services based on individual client needs. Services include investment strategy, research, implementation, and wealth advisory services like life, tax, retirement, and estate planning. Clients with at least $1,000,000 under management receive wealth advisory services at no additional fee. The firm also offers consulting services such as financial planning, trust and estate planning advice, and family gifting strategies.
Assets Under Management$570M
Clients244
Advisors6
Avg. per Client$2.3M
Avg. per Advisor$95M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable on a client-by-client basis. Discounted fees may be offered to family members and friends of associated persons.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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