Assets Under Management
$5.2B
Number of Clients
1,435
Number of Advisors
26
Average Client AUM
$3.6M
AUM per Advisor
$200.1M
Compensation
Fee-Only (AUM)
Westmount offers discretionary investment management, assisting clients in defining investment objectives and developing appropriate portfolios. They monitor investments and provide quarterly reports. They also provide retirement planning analysis, including cash flow modeling and Social Security claiming strategies. Westmount may recommend investments in alternative strategies through private funds.
| Assets Under Management | 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.
2049 Century Park East, Suite 2500, Los Angeles, CA, 90067