Westface Financial Advisory offers financial planning to help clients meet their goals, financial consulting for specific financial questions, and investment management services. Investment management involves managing client portfolios based on their financial plan, typically using mutual funds and exchange traded funds. Westface Financial Advisory also uses models offered through Altruist LLC. Westface Financial Advisory is independent and responsible for selecting and assigning Altruist LLC Models to clients.
Assets Under Management$41M
Clients57
Advisors1
Avg. per Client$720K
Avg. per Advisor$41M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...