Westmount Partners offers investment advice and manages portfolios for a variety of clients, including individuals. They help clients define their investment goals and then create a suitable investment portfolio, monitoring it and making adjustments as needed. Westmount also provides retirement planning analysis, including cash flow modeling and Social Security guidance. They may also advise on private equity and hedge fund investments.
Assets Under Management$5.2B
Clients1,435
Advisors26
Avg. per Client$3.6M
Avg. per Advisor$200M
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
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% |
Westmount offers a discounted advisory fee to non-profits. In exceptional cases, Westmount will negotiate alternative fee arrangements.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
26 Advisors at this firm
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