Westmont Capital Advisors is a registered investment advisory firm offering asset management on both discretionary and non-discretionary bases, financial planning, third-party manager selection, 401(k) consulting, and home office services for high-net-worth individuals. Westmont tailors investment strategies to client goals, risk tolerance, and financial situations. Financial planning services focus on long-term financial goals through investments, tax planning, asset allocation, risk management, retirement planning, and estate planning.
Fee Structure
Westmont Capital Advisors charges either fixed or adjustable fees for managing your investments. Fixed fees are a percentage of your portfolio and typically average 0.30% to 1.50% per year. Adjustable fees vary based on the size of your portfolio and the types of investments it holds (stocks, bonds, mutual funds, etc.). For portfolios below $5 million, adjustable fees for stocks range from 0.75% to 2.10%, for fixed income 0.35% to 0.50%, for mutual funds 0.30% to 0.95%, and for cash equivalents 0.08% to 0.12%. Fees for portfolios above $5 million are negotiable. There is a minimum managed relationship size of $1,000,000, but this is negotiable.