Westcott Investment Advisors offers financial planning services, mainly in retirement, investment, and estate planning. They also manage client investments in stocks, bonds, and mutual funds. Investment advice is tailored to each client's goals, risk tolerance, and time horizon. As of December 31, 2025, Westcott Investment Advisors managed approximately $64 million in client assets on a non-discretionary basis.
Assets Under Management$64M
Clients66
Advisors1
Avg. per Client$960K
Avg. per Advisor$64M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable. The fee is between 0.25% and 1.0% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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