Westshore Wealth offers portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an investment policy statement and construct a plan to select a suitable portfolio. Westshore Wealth also provides financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit. They may use outside money managers to assist in providing asset management services.
Assets Under Management$530M
Clients210
Advisors7
Avg. per Client$2.5M
Avg. per Advisor$76M
www.westshorewealth.com ·www.facebook.com/westshorewealth ·www.linkedin.com/company/westshore-wealth
Fee Structure
Minimum Investment:$2M
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.70% |
| $25M+ | 0.65% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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