Westland Gate Capital offers investment consulting services on assets not managed by the firm. They review client portfolios, evaluate financial objectives, and provide investment policy consulting services. They also issue research reports and analysis regarding securities and other investments, focusing on Environment, Social, and Governance (ESG) investing strategies. Westland Gate Capital's services are for institutional clients only.
Assets Under ManagementN/A
Clients2
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Annual Retainer:From $40,000/year
One-Time Plan:Up to $25,000
Hourly Rate:Up to $275/hr
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