Westmore Asset Management offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. The firm creates an Investment Policy Statement for each client to guide investment decisions. Westmore Asset Management also offers business strategy consulting services on a limited basis.
Assets Under Management$54M
Clients7
Advisors1
Avg. per Client$7.8M
Avg. per Advisor$54M
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
Fees are negotiable and in limited circumstances may be a fixed fee depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...