Westpark Wealth Advisors, INC.

Fee-Only (% of Portfolio)Fixed/Hourly

Westpark Wealth Advisors is a registered investment advisory firm headquartered in Houston, Texas, in business since 1995 and solely owned by Christopher Gammon. The firm serves individuals, high net worth clients, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. Westpark Wealth Advisors offers discretionary and non-discretionary investment management through a wrap fee program, helping clients build diversified portfolios across equities, debt, mutual funds, annuities, and alternative investments. In addition to direct portfolio management, the firm connects clients with third-party money managers and sub-advisors to provide professional management tailored to specific goals. Westpark Wealth Advisors also offers general financial and investment planning covering education, retirement, estate planning, and disability needs.

Assets Under Management$250M
Clients776
Advisors26
Avg. per Client$330K
Avg. per Advisor$9.8M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual percentage fees range from 0.0% to 2.00% depending on the assigned investment advisor representative. All advisory fees are negotiable.

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

26 Advisors at this firm

Page 1 of 2