Westbourne Investment Advisors (WIA) offers tailored investment management for various clients, including individuals, retirement accounts, trusts, and non-profit organizations. WIA works with clients to develop an investment plan and determine a suitable asset allocation based on their objectives, age, income needs, and risk tolerance. WIA manages balanced portfolios with a mix of stocks, bonds, and cash reserves, and is committed to maintaining a comfortable relationship with its clients.
Assets Under Management$450M
Clients203
Advisors6
Avg. per Client$2.2M
Avg. per Advisor$75M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Investment advisory fees do not exceed 1.50% per annum and are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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