Westchester Wealth Advisors (WWA) offers personalized wealth management services, including financial planning and investment management. Financial plans cover retirement, taxes, estate, insurance, stock options, business succession, charitable giving, and asset protection. WWA also provides ongoing asset management, typically on a discretionary basis, using various securities and strategies tailored to client goals and risk tolerance. WWA coordinates with other professional advisors to implement financial plans.
Assets Under Management$4.1M
Clients17
AdvisorsN/A
Avg. per Client$240K
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable at the sole discretion of WWA. WWA allows related accounts to be combined for fee paying purposes.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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