Westlake Wealth Management offers investment advice tailored to each client's objectives. They provide discretionary investment advisory services, handling securities transactions, sub-advisor selection, and account management. Before investing, Westlake discusses and documents clients' investment goals. They also offer investment advisory services to 401(k) plans, including fund selection and investor education.
Assets Under Management$13M
Clients59
Advisors2
Avg. per Client$220K
Avg. per Advisor$6.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $8.0M | 0.95% |
| $8.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees may be negotiable in certain limited circumstances and may be subject to reduction at Westlake’s discretion. One client pays a flat annual fee of $500 to monitor an account where the client determines the investments.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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