Weston Capital Insights provides ongoing financial advice and portfolio management services tailored to individual client needs. They offer both discretionary and non-discretionary portfolio management. They also offer stand-alone financial planning and consulting services. Weston Capital Insights primarily advises on equity securities, exchange traded funds, and option contracts.
Fee Structure
Weston Capital Insights' annual fee for managing your investments is a percentage of the assets in your account, up to 2.00%, depending on the portfolio strategy. This fee is billed quarterly, based on the average daily balance of your portfolio. Family accounts may be combined to potentially reduce the fee. In certain cases, Weston Capital Insights may charge a performance-based fee in addition to a portfolio management fee. The annual management fee for performance-based fee arrangements is 0.25% of assets under management and the performance fee is 20% of the return in excess of a determined threshold.