Westside Investment Management provides investment advice and financial planning services. They manage investments based on a percentage of the value of your portfolio. They also offer financial planning and consulting services, which may be charged separately. Westside Investment Management participates in programs with SEI Investments Management Corporation and LPL Financial.
Fee Structure
Westside Investment Management charges a fee based on a percentage of the assets they manage. The exact percentage can vary up to 1.50% depending on factors like the amount of assets, complexity, and scope of services. The firm also participates in programs with SEI, where fees range from 0% to 1.50%, not including SEI's program fee. For monitoring other money managers, the fee also ranges from 0% to 1.50%.