Westfield Capital Management provides investment management services to institutions and high net worth individuals. Westfield manages domestic and foreign growth equities. Client accounts are managed either by an individual portfolio manager or by the Investment Committee. Westfield accepts reasonable client-imposed guidelines and restrictions.
Assets Under Management$24B
Clients975
Advisors1
Avg. per Client$24M
Avg. per Advisor$24B
www.westfieldcapital.com ·twitter.com/westfield_cap ·www.linkedin.com/company/westfield-capital-mana...
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.65% |
| $25.0M - $50.0M | 0.60% |
| $50.0M - $75.0M | 0.55% |
| $75M+ | 0.50% |
Schedule shown is for the Large Cap Growth Equity Strategy. Other strategies have different fee schedules. Absolute Return Strategy charges 1.00% per year on net asset value plus 20% of aggregate net profits.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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