Westerfield Investment Management offers investment advice on various securities, including stocks, bonds, ETFs, and options. Westerfield Investment Management does not tailor investment advisory services to the individual needs of clients nor may clients impose restrictions on investing in certain securities. The firm uses fundamental and technical analysis to make investment decisions.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable and may be waived for friends and family.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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