Westpoint Wealth Management, LLC
WestPoint Wealth Management provides investment management and comprehensive financial planning services for individuals, families, trusts, and retirement plans. WestPoint creates personalized investment strategies based on your individual goals, time horizons, and risk tolerance, offering both hands-on management and collaborative non-discretionary choices. In addition to direct portfolio management, WestPoint can connect clients with third-party money managers and assist with retirement plan consulting. WestPoint specializes in helping clients navigate retirement planning, tax reduction strategies, risk management, estate preservation, and long-term investment planning. WestPoint operates as a registered investment advisor based in Berea, Ohio.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.65% |
Fees are negotiable based on historical relationships, asset types, and account composition.