Westwood Wealth Management provides investment advice tailored to your needs and objectives. They offer discretionary portfolio management, where they make investment decisions for you, but you can set restrictions. Westwood Wealth Management primarily advises on exchange traded funds, mutual funds, stocks, and government securities. They also manage the Westwood Alpha Opportunity Fund, a private fund for sophisticated investors.
Assets Under Management$340M
Clients79
Advisors2
Avg. per Client$4.3M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5.0M - $7.5M | 1.25% |
| $7.5M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...