Westrate Capital Management offers investment management and financial planning services to individuals, families, trusts, estates, charitable institutions, and corporate retirement plans. Investment strategies are tailored to each client's goals, risk tolerance, and time horizon. Financial planning services include retirement, college, and general financial consulting.
Assets Under Management$24M
Clients29
Advisors1
Avg. per Client$820K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $500K | 0.90% |
| $500K+ | 0.50% |
Fees are negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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