Westlake Advisors offers financial planning and investment advisory services to individuals and families. WA distinguishes itself by providing services to meet your tax, estate planning, risk management and retirement planning needs. WA does not sell insurance or investment products, nor does it accept commissions.
Fee Structure
Westlake Advisors offers an Open Retainer for a fixed annual fee, ranging from $3,000 to $30,000 in the initial year and $2,000 to $30,000 in renewal years. This includes scheduled meetings and consultations covering various financial planning topics. Fees are based on your income, assets, and the complexity of your financial situation.
Westlake Advisors offers a Project Retainer for clients with limited concerns, focusing on specific areas like goal setting, tax planning, or investment review. The fee depends on the scope of services requested. WA also provides services under an Hourly Retainer at $250 per hour for specific project requests.