Westlake Wealth Management offers tailored investment advice and discretionary portfolio management. They primarily advise on equity securities, mutual funds, and exchange-traded funds. Investment strategies are based on individual client needs, objectives, risk tolerance, and financial information. Westlake Wealth Management may also recommend insurance products, creating a potential conflict of interest.
Assets Under Management$77M
Clients74
Advisors3
Avg. per Client$1M
Avg. per Advisor$26M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.2M | 1.75% |
| $1.3M - $2.2M | 1.50% |
| $2.3M - $3.2M | 1.35% |
| $3.3M - $4.5M | 1.20% |
| $4.5M - $7.0M | 1.00% |
| $7.0M - $10.0M | 0.85% |
| $10M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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