Westwood Asset Management offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. Westwood creates an Investment Policy Statement for each client. Westwood generally limits its investment advice to mutual funds, equities, fixed income securities, ETFs, real estate funds, non-U.S. securities, and insurance products including annuities, although Westwood primarily recommends ETFs to a majority of its clients.
Assets Under Management$12M
Clients15
Advisors1
Avg. per Client$770K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable for all clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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