Westmount Partners is an investment advisory firm based in Los Angeles, California, that provides customized portfolio management and retirement planning services. Founded in 1990, the firm manages billions of dollars in assets for individuals, high-net-worth individuals, trusts, estates, non-profits, and pension plans. Westmount builds personalized portfolios primarily using mutual funds and individual securities, and can also provide access to alternative investments like private equity and real estate funds for qualified clients. The firm develops investment strategies tailored to each client's specific objectives and maintains discretionary trading authority over accounts. In addition to managing investments, Westmount offers financial planning services including cash flow modeling, Monte Carlo retirement projections, and Social Security claiming strategies. The firm works with clients who typically meet a multi-million-dollar investment minimum, though exceptions can be made.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20.0M - $50.0M | 0.50% |
| $50M+ | 0.25% |
Non-profit organizations receive a discounted advisory fee, and fees may be negotiable in exceptional cases. Accounts under the $5,000,000 minimum may be subject to a minimum quarterly fee of $5,000.